Ifa Administrator - 2/3 days home working option
other jobs REED Insurance
Added before 2 Days
- Wales,Caerphilly
- full-time
- £25,000 - £30,000 per annum, inc benefits
Job Description:
CLIENT –Are an award winning and one of UKs leading independent providers of Insurance, employee benefits and wealth management. With various office locations they seek an experienced Client Account Manager ( IFA Support ) to join their team as business expands and client growth.
IN RETURN - a supportive and friendly working environment, opportunity to be recognised and progressed with a competitive salary and benefit package.
LOCATION - Caerphilly - hybrid working upto 3 days working from home options once settled into role
Summary of main responsibilities and activities
Manage your workload to make sure that it is appropriately prioritised
Interaction with clients and providers to collect and collate information in respect of enquiries, alterations and ongoing reviews
Management of the review schedule and preparation of client review documents
Prepare documentation for client review meetings and arrange review meetings
Provide information to clients and providers on an ongoing basis in respect of current policies and arrangements
Process top up applications, correspondence and adjustments efficiently, effectively and in accordance with FCA and procedures
Check all documentation for accuracy before issuing to clients or appropriate parties
Debt management work to ensure fees are collected and allocated appropriately and keep the Head of Wealth Management informed of any current, potential or perceived problems with bad debts
Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
Maintain accurate client and prospect records at all times
Build good working relationships with insurers, clients and prospects
Assist colleagues in the completion of their duties
Experience required
Experience working within an IFA environment
Proven exposure within Financial Services Admin support
Industry recognised qualifications would be preferred i.e. Level 4 Diploma/ working towards
Excellent IT skills
Ability to multi task and work under pressure
Clear communication skills
IN RETURN - a supportive and friendly working environment, opportunity to be recognised and progressed with a competitive salary and benefit package.
LOCATION - Caerphilly - hybrid working upto 3 days working from home options once settled into role
Summary of main responsibilities and activities
Manage your workload to make sure that it is appropriately prioritised
Interaction with clients and providers to collect and collate information in respect of enquiries, alterations and ongoing reviews
Management of the review schedule and preparation of client review documents
Prepare documentation for client review meetings and arrange review meetings
Provide information to clients and providers on an ongoing basis in respect of current policies and arrangements
Process top up applications, correspondence and adjustments efficiently, effectively and in accordance with FCA and procedures
Check all documentation for accuracy before issuing to clients or appropriate parties
Debt management work to ensure fees are collected and allocated appropriately and keep the Head of Wealth Management informed of any current, potential or perceived problems with bad debts
Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
Maintain accurate client and prospect records at all times
Build good working relationships with insurers, clients and prospects
Assist colleagues in the completion of their duties
Experience required
Experience working within an IFA environment
Proven exposure within Financial Services Admin support
Industry recognised qualifications would be preferred i.e. Level 4 Diploma/ working towards
Excellent IT skills
Ability to multi task and work under pressure
Clear communication skills
Job number 1955239
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...