IFA Sales Support Administrator

Description

Purpose of the role

To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.

Role and responsibilities:

To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibilityEffectively and efficiently onboarding new clients and service the existing clientsBuilding effective relationships with customers, advisers and paraplanners in your immediate PODPositively contribute to the team morale and energy, be a great team playerCommunicating to clients effectively through various mediums (e.g. telephone, email etc)Willing to get involved in projects within the business, which may occur from time to timeEssential attributes the successful candidate should possess:

The successful candidate will be delivery orientated and a well organised individual, with experiencewithin a financial planning environment.Knowledge of investment products ISAs, Pensions, BondsExperience of using CRM systemsBe a good team playerExperience of challenging the status quo in respect of processesA strong passion for delivering excellent customer serviceA self-starter, who owns own development journeyThis is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.

Ad ID: 5418083636