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IFA SALES SUPPORT

Location: DUNDEE, ANGUS Salary: 20000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 18 days ago Reference: 3106731
Our client are a successful and growing Financial Planning and Investment Management organisation,  providing a range of professional services managing the wealth of our clients across Scotland.

They are looking for an experienced Administrator to join their team in Dundee, providing administrative support to their established financial planning and investment teams. The post holder will also be required to liaise actively with key external providers and clients and must have previous experience in a similar role within Financial Services.

Principal Responsibilities:

To process new business accurately and to the agreed procedures for Investment and Financial Planning teams.
To respond to enquiries from financial planners or investment managers in a timely and accurate fashion ensuring we adhere to our service commitments.
To have a working knowledge of IRESS, Figaro and other software applications used within the organisation to be able to update CRM data held for clients
To update the CRM modules in Figaro, and IRESS to ensure all activity undertaken on the client accounts is reflected.
To produce all Letters of Authority for change of agency and follow these up as required.
Input and extract data, including client details and policy information in accordance with the checklist provided.
Respond to requests from the Financial Planners and Investment Managers for information and produce reports accurately and in a timely fashion as required.
Provide phone cover where necessary
Opening and closing files in conjunctions with internal process and adhere to money laundering procedures.
Manage and plan own workload and work within required deadlines.


Essential Criteria
Demonstrable experience in Financial Services in an administrative capacity
Ideally hold, or be working towards a relevant qualification in investment administration.
Understanding of the FCA regulatory framework and the importance of compliance
Strong administration skills and proficiency in MS Office
Excellent communications skills
Team Player

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