Job 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.
Skills and knowledge required:
- Deal with telephone, email enquiries.
- Assisting with onsite meetings.
- Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.
- Preparing meeting packs for with relevant forms for client meetings.
- Updating stocks of compliance forms for use, as and when required.
- Submitting new business, as and when required;
- Processing new business applications, tracking and managing new business pipeline.
- Setting up model portfolios.
- Investing funds, switching funds, setting up regular buys/sells
- Preparing Valuations/Review Packs, as and when required;
- Liaising with Product Providers via telephone, email and online portals to obtain plan information.
- carrying out post review rebalances of portfolios, as and when required.
- Maintain a client database/CRM system (Curo).
- Assisting Paraplanning Team, as and when required.
Skills required:
- Good written and oral communication skills.
- Good methodical and organisational skills.
- Accurate with good attention to detail.
- Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
- Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.
This 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.
IFA Sales Support Administrator in Reading employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
