IFA Sales Support Technician- Newbury, Berkshire

Coast Specialist Recruitment
£25,000 - £29,999
18 Jun 2019
21 Jun 2019
Contract Type
Full Time
Based in the Newbury area, our client is a highly successful and professional IFA firm, with c 12 staff.

It's a friendly, but hard-working environment, focused on delivering the very best service to private and corporate clients. They actively encourage, and fund, the development of the teams' knowledge and skills, including progressing through the CII exams.

The are looking for an IFA Client Services Administrator to join a private client team. To be successful you should:
  • Have previous Life/Pension and Investment experience
  • Demonstrate ability to build and maintain strong relationships with clients, providers and colleagues alike
  • Feel at home working in a small company environment
  • Be a team player with a positive 'can do' approach to life
  • Genuinely use your initiative
  • Be collaborative yet able to think for yourself whilst working in the team
  • Be able to prioritise and work to tight deadlines
  • Be organised and methodical
  • Take ownership of tasks and see them through to a successful conclusion
  • Have strong IT skills, as most activities utilise technology
  • Be confident with Excel, Word & Outlook
  • Understand the importance of maintaining accurate client records
  • Duties will include:
  • Answering and dealing with incoming calls, emails and post
  • Meet and greet clients and offer them refreshment on arrival
  • Liaising by phone and email with product providers, suppliers and clients
  • Enter and maintain relevant data on Intelligent Office (IO), client management system
  • Generate client portfolio reports and investment portfolio rebalancing schedules
  • Request plan information, collate, scan and update IO
  • Order and maintain stationery levels
  • Process and track applications through to completion

This is a great role for a trainee looking to develop a career within an IFA.

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