IFA Sales Support Administrator

  • Location

    Chelmsford

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £24000 - £27000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3752_1659423781

  • Published:

    18 days ago

  • Expiry date:

    2022-09-01

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with a fully independent & Chartered Financial Planning organisation to recruit an experienced IFA Sales Support Administrator. The company are well known in the industry, they have won multiple awards and have a very strong presence in the South West of England.

The company has grown considerably over the past 10 years and are expected to grow even further in the medium & long term future. They are now looking to recruit two IFA Sales Support Administrators to join them, the roles will work within a new & exciting team.

The client is looking to recruit individuals that have previous Financial Planning/Wealth Management experience, although they will also consider individual from wider Financial Services background such as Wrap Platforms & Investments.

Individuals that have new business & intelligent office experience would have an advantage.

Duties include but are not limited to:

  • Process and submit new business applications and client servicing requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
  • Keeping the team regularly updated on the progress of outstanding transactions and managing any technical queries.
  • Maintaining data on Intelligent Office in line with the company processes
  • Updating client platform account records accurately in line with company processes
  • Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs.
  • Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information

In return my client is offering a basic salary to £27,000 + bonus and company benefits. They offer flexible working with 3 days in the office and 2 working from home.

The client is well known for providing first class training and support for their staff, as a result they have very low staff turnover.