Job Description

The role has several key areas which include supporting on administrative tasks such as the provision of information to IFAs, establishment of meetings, reporting of BDM 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 communications skills, organised and be able to manage multiple tasks. You must have the aptitude to grasp and understand technical concepts and administrative processes.Key Duties and Responsibilities
Constant management of the CRM systems to ensure account and contacts are loaded correctly, current, and accurate.
Take responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant parties including assignment of TOBs to IBCs.
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 or technical queries.
Assisting with the preparation of presentations and pitches for prospective IFAs.
Relationship Management & Servicing
Assist in establishing and maintaining effective relationships with IFAs via email, phone, and in-person and Hospitality Program
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 New Business and Enquiries and acting as a conduit between the IBCs and operational side of the business.
Take responsibility for reporting and analysis 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 activities.
Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning.
Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.Competencies:
Proficiency in customer relationship management (CRM) software.
Strong verbal and written communication skills.
Ability to build and maintain relationships with IFAs.
Knowledge of administrative and operational processes.
Strong empathetic disposition to deal with challenging circumstances.
Strong time management and organizational skills.
Ability to work independently and as part of a team.
Flexibility and adaptability to change.
A desire to learn and grow in the IFA servicing and technical space.
At least 5 years of experience in operational matters and working directly with IFAs

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