IFA Sales Support Administrator

A 1st class position has just been created within a successful and extremely friendly IFA based in Essex.

Office based 4 days, 1 day from home

• Help to deliver an efficient and positive experience to both new and existing clients through all stages of the advice process
• Keep up to date with financial services product knowledge
• Work with advisers and wider team to manage workloads and priorities
• Gather all appropriate information to enable technical team to prepare suitability reports.
• Review and act upon meeting notes provided by advisers and create relevant workflows
• Prepare and process new business applications and documentation
• Report and be accountable to the team leader
• Update and maintain client files using back office system (Plannr)
• Undertaken your role in accordance with regulatory and internal compliance guidelines, while adhering to company service and ethical standards
• Produce/issue Letters of Authority, lodge with providers and gather plan information

Relevant skills and knowledge

• Understanding of the financial services industry and knowledge of relevant products
• Familiar with the financial advice process and the provision of advice in a compliant manner
• Strong communication skills both verbal and written
• Exceptional attention to detail

The role offers a very competitive salary and range of benefits and is available immediately.