Job Description

Our Client is a leading firm of Financial Planners, have an excellent opportunity for a professional and experienced IFA Administrator who has an interest in marketing to join their team based near Barnsley
The client communications administrator will support the advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and manages all activity relating to the marketing and communication campaigns for the company.

Daily duties will consist of

• Providing professional customer service to new and existing clients via telephone, email and face to face when required
• Communicating and liaising effectively with external product providers
• Preparing client valuations, application forms and meeting documentation for annual reviews
• Processing of any meeting follow up work including fund switches, withdrawals
• Handling all aspects of social media
• Company website updates, assisting with the content and ensuring this is fit for purpose
• Manage marketing strategies and campaigns for existing and prospective clients
• Assist with event planning and communication projects

This is an excellent opportunity for someone to join a practice and really develop their skills.

Required Knowledge, Skills, and Abilities

Must have Financial Planning Administration experience (minimum 12 months). Have a good knowledge of mail merge campaigns, marketing and willingness to learn. Able to use all Microsoft systems such as word, excel and publisher. Good organizational skills and the ability to manage and priorities workload under pressure and work to deadlines.