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IFA Administrator / Client Account Manager
Salary Area Job Ref Consultant Sector
to £27k + benefits and parking Leicestershire AL794 Angela Liscombe Financial Services Administration

Description

IFA Administrator / Client Account Manager (ref AL794)

Enderby Leicestershire

To £27,000 pa + benefits including parking

 

My client is an IFA with a reputation for quality and professionalism.  They are now looking to appoint an experienced Client Account Manager to provide a first class administrative service to their Independent Financial Advisers.

 

The Role

  • Preparatory work for Client meetings
  • Attending clients meetings where needed and taking of meeting notes.
  • Coordinating of action points from meetings and completing work required.
  • Dealing with client telephone calls.
  • Managing client expectations and building client relations.
  • Research, preparation and collation of information in relation to advice being given to clients.
  • Drafting of suitability letters/reports where required.
  • Liaising with insurance companies on client queries. 
  • Requesting illustrations required in respect of new and existing business
  • Processing of new business to completion and in line with our Administration and compliance procedures.
  • Ensure any administration work completed is compliant and completed within the admin and compliance procedures.
  • Preparation and completion of drawdown reviews for SIPP clients.
  • Managing of Tasks and annual review dates.
  • Updating client records and ensuring that the electronic folders and paper files are in good order and in line with our procedures.
  • Responsibility for ensuring that the information in the Fees & Commission Spreadsheets are correct.

 

The Person

·         Ability to manage time and workload

·         Knowledge of Wealth Management and industry products and services

·         Problem solving and analytical skills

·         Knowledge of back office systems (ideally Advisor Office/Outlook/Excel etc)

·          Outstanding customer service and relationship building skills

·         Attention to detail and accuracy

·         Ability to use initiative and be self-motivated

·         Ability to work effectively as part of a team including providing support and guidance to other team members

·         Ability to communicate effectively at all levels

·          Ideally Fully or working towards  DipPFS with a minimum of 5 years industry experience

 

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.