Ifa Administrator - Southampton, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Southampton, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is looking for an administrator with excellent interpersonal skills to work closely with the Advisers, Business Development Managers (BDMs) and clients in order to work within a regulated framework providing support and administration servicesto the Advisers and BDMs.


About the job:


  • Relationship building
  • Input data from compliance documentation onto internal and external systems.
  • Request information from clients, providers and other third parties for the Para Planner/Adviser/BDM to prepare solutions best suited to individual clients' requirements.
  • Assisting in the completion of financial planning tools
  • Liaising with financial services providers to request, chase and receive detailed updates within different areas of the financial advice process.
  • Managing Adviser/BDM diaries
  • Liaising with clients to arrange meetings.
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances for the adviser to present on
  • Keeping up to date with financial products and legislation
  • Producing financial reports when required:
  • Deal with and process any existing client ad-hoc requests efficiently.


  • Data Input

  • MS Office, PipeDrive etc.

Requirement and skills

  • Excellent knowledge of MS Office
  • Highly motivated and target driven
  • Excellent negotiation, communication and organizational skills
  • Knowledge of PipeDrive is an advantage
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