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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Coventry
Salary: 20000 - 25000
REF: VR/03590
Contact Name: Kirsty Morley
Contact Email:
Job Published: over 3 years ago

Job Description

Client Services Executive



The role of CSE supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing



  •  Managing leads with the Client Relationship Management (CRM) system
  •  Accurate and timely client data entry internal system and Third party platforms/systems to specified Service Level Agreements
  •  Ongoing client communication regarding meetings, arranging appointments and diary management
  •  Preparing meeting packs and Valuations for client appointments
  •  Call management/ Client contact
  •  Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  •  Checking new business paperwork, banking cheques, scanning and archiving documents
  •  Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  •  Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  •  Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  •  Task and workflow management on back office system
  •  Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
  •  General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
  •  Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

Regulatory Responsibilities (Compliance/T&C)

 Ability to demonstrate an understanding the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.