Client Fulfilment (Financial Adviser Support)

Role: Client Fulfilment

Vacancy Description

A successful administrator will work alongside and support a small team of Independent Financial Advisers, delivering flawless administrative services to provide a singularly brilliant client experience. If you have a positive attitude towards change and improvement both personal and in team delivery, alongside an appetite to learn, this role would be perfect for you.   

For this role you would need to have excellent verbal and written communication skills across all mediums, including Microsoft word and excel, and you will be trained in our IFA back office systems and provider websites. We are also looking for you to be organised with a high attention to details, as well as being able to work well in a small team and deliver a high standard of work for our client experience.   

Duties and Responsibilities:

  • Efficiently process all administration relating to new/existing business and servicing queries.
  • Liaising with providers and the wider business to request information, as necessary.
  • Producing valuations and preparing client packs in advance of client meetings.
  • Preparing suitability letters.
  • Analyse and action the results of reports.
  • Respond to written and telephone enquiries from clients and providers.
  • Maintain client records within the back-office system in an orderly and comprehensive manner.
  • Ensuring all required documentation is always on file.
  • Ensuring all meeting follow-up work is completed within agreed timescales.
  • Working within compliance framework.

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