Administrator / P.A. (Financial Services)

The role has several key areas which include supporting administrative tasks such as the provision of information to IFAs, establishment of meetings, reporting of IBC activities, IFA training, support on case management, CRM data management, and supporting on pitch development. As the holder of this role, you are required to be personable, have good communication skills, organised and be able to manage multiple tasks. The post holder must have the aptitude to understand technical concepts and efficiently manage administrative processes.

International Business Consultants Support

• Constant management of the CRM systems to ensure accounts and contacts are established and correctly loaded, current and accurate.
• Ensuring meetings, calls and emails of IBC are stored on the CRM system.
• Manage and maintain calendars, scheduling meetings, client reviews, and travel arrangements.
• Prepare meeting agendas, minutes, and follow-up actions.
• Screen calls, emails, and correspondence, responding where appropriate
• Administering the TOB process for all new IFA relationships and liaise with all relevant parties including assignment of TOBs to IBCs when the Business Development Support person is on leave.
• Working with Marketing to ensure the allocation of prospects to IBCs resulting from lead generation initiatives.
• Supporting IBCs at events and networking with IFAs and data collection and follow up.
• Assist IBCs with general support around information requests around products.
• Assisting with the preparation of presentations and pitches for prospective IFAs.
• Assisting with designing processes or frameworks to make the IBCs more efficient.
• Assisting with designing supporting material to assist advisers.
• Provide comprehensive administrative support to the IBCs.

Rela tionship Management & Servicing

• Assist in establishing and maintaining effective relationships with IFAs via email, phone, and in person.
• Take responsibility for ensuring IFAs are trained or have access to training on administrative, product and AML matter.
• Assist in delivering the IFA service model through in person and online IFA engagement.
• Visiting accounts or attending events where needed.
• Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular Client Operations and Client Support and acting as a conduit between the IBCs and operational side of the business.

Reporting

• Take responsibility for reporting and analyses of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development acti

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