Pa Support Administrator

Recruiter
Birmingham Commercial
Location
Birmingham
Salary
£15,000 per annum
Posted
07 Oct 2017
Closes
14 Oct 2017
Contract Type
Full Time
We are currently seeking a PA Support Administrator for a leading Financial and Wealth Management firm based in South Birmingham.

Position overview: To work as a team and to provide timely and efficient administration to support the IFA's.

Responsibilities:
To provide efficient administrative support to a number of IFAs.
Preparation of correspondence including letters, emails (including mail merges for group correspondence)
To be a point of contact for clients, life offices and members of the business
Maintenance of all administration systems, ensuring that all client data is accurate and up to date.
Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
Assist with the management of the IFAs portfolio of existing business
Ensure appropriate documentation is scanned and attached to the relevant client records
Prepare new business and review packs for IFA client meetings
Obtain research when requested for protection and annuity products
Obtain illustrations for products from Providers either on-line or over the telephone
Undertake filing, photocopying and scanning duties when required
Deal with fund switches and surrenders using SLA's and compliance guidelines
Obtain valuations/details on existing policies, ensuring administration system is updated accurately
121 meetings with individual IFA's (including the dictation of Financial Planning Reports in line with Company guidelines)
Attach post to relevant client records and deal with any urgent mail within SLA's
Any other reasonable request made by a Director/Manager of the business
Deliver research when requested using Iress exchange for protection and annuity products.

Requirements:
Ideally a minimum of 12 months experience within a similar role
Effective organisational and planning skills
Able to work to deadlines
Able to forge and develop relationships
Experienced using Microsoft Word and Excel
Delivery focused, with a drive for quality throughout
Excellent interpersonal and communication skills
Must have a keen eye for detail
Willing to learn and develop
Able to work as part of a team, or if required, under your own initiative
Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm