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IFA Client Services Manager

Location: SHOREHAM-BY-SEA, WEST SUSSEX Salary: 24000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3077488
A large scale whole of market Independent Financial Adviser Practice based within Shoreham are recruiting within their business for a Client Services Manager to join their team and work closely alongside/ lead their current Administration team of roughly 8.

Salary on offer circa £28,000 for a experience IFA Administrator, ideally with experience within Intelligent office and Standard Life WRAP.

- Create and maintain client records on to a high standard
- Ensure all client files are up to date and recorded on the system
- Liaise with clients and third parties as necessary to process client requirements
- Carrying out Switches & rebalancing for Clients
- Preparing & monitoring Letters of Authority
- Preparing Portfolio valuation reports for Clients
- Maintain & develop in depth knowledge of Intelligent office
- Deal with the New Business process
- Send forms out to the client and follow up/ checking forms on return
- Chasing any outstanding documents or information
- Send documentation to provider or process online
- Keep client up to date with the progress of their application
- Address and answer clients queries
- Scan all relevant client documentation to the system
- Prepare client review packs for Consultant’s client meetings
- Prepare draft Consultant correspondence
- Assist with training and checking of work by junior client services administrators


- Up to date product knowledge
- Experience working with system intelligent office
- Previous experience within a IFA Practice
- Excellent interpersonal skills
- People person, working well within a team

For further information please contact with your most upto date CV!

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