My client is a very well established business in Financial Services growing out its Wealth Planning division.
Looking for a candidate with IFA Administration experience to join their fun and exciting team.
To support client facing Wealth Planners & Investment Managers by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Supporting Client Management & Administration:
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
Acting as a key contact point for all internal and external administrative queries
Provide email, diary administration & communication support including pre and post meeting preparation and actions
Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
Ensure all administration follows Wealth Managements regulatory and procedural processes
Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Values and Commitments as the business grows
Management of account opening and closure paperwork, and fee invoicing administration