Job Description

• You will be required to communicate effectively with all leads for qualification and achieving new deals.
• Booking in calls with advisors.
• To manage inbound leads from marketing campaigns and ensure they are handled by the relevant Advisor.
• Ensuring Company CRM is always kept up to date.
• Adding new client data onto back-office system which is different to the Company CRM.
• Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate.
• Adding and updating New business and Fees onto back office system.
• Processing fund switches and withdrawals.
• Sending Letters of Authority (LOA) and following up with the providers.
• Dealing with telephone and postal queries.
• Producing client valuations.
• Scanning documents onto back office system when required.
• General miscellaneous admin.

What we offer:

• Bonus Scheme (up to 10%)
• 22 days holiday + Bank Holidays
• Employer Pension Contribution
• Private medical insurance (minimum of 1 years’ service)
• Opportunity to join a rapidly expanding firm at a very exciting stage of growth, with prospects of career progression

Required Knowledge, Skills, and Abilities

Minimum 3 years administration experience in a fast-paced professional services firm. Administration experience within an IFA Practice or Financial Services will be advantageous. Experience in using Intelligent Office would be advantageous. Excellent verbal and written customer service and administration skills. Telephony, reception, and mailroom experience. Handling confidential personal and financial information. Daily liaison with Clients, Staff and Professionals at all levels. Electronic document management. Maintaining Company databases, spreadsheets, and online systems. Proficient in Microsoft Office.