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IFA Assistant
- Banking, Finance, Insurance, Accounting and Trade jobs
- Administrative office management jobs
Description
· Onboarding new clients and processing client applications
· Preparing suitability letters, annual reports, and letters of authority
· Chasing providers regarding applications and transfers of money
· Preparing and maintaining client records for compliance
· Dealing client and third-party provider queries in a timely and effective and manner
· Upkeep of the internal CRM systems and management of workflows
· General office administration
· Supporting the Directors and Advisers with all reasonable duties
Responsibilities
· Above all else you must have a passion for delivering excellent client service
· A good phone manner
· Analytical and interested in problem solving
· Previous administration experience in working for an IFA highly desired
· You must have excellent communication skills, great attention to detail, and be able to prioritise your work loads
· Proficient in Microsoft Office, Experience of Iress XPLAN and FE Analytics useful
· Enjoy being a team player, performing various tasks with different people as required
Hard Skills
- Microsoft Office
- Windows operating system
- Scheduling and business planning
- Memo preparation
- Data entry
- Business correpondence
- Multi-line phone proficiency
- Customer relations
- Customer success
Soft Skills
- Communication
- Problem-solver
- Team player
- Time management
- Attention to detail
