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 communication skills, organised and be able to manage multiple tasks.
You must have the aptitude to grasp and understand technical concepts and administrative processes.
BDM Support: Constant management of the CRM systems to ensure account and contacts are established, correctly loaded, current and accurate.Take responsibility for administering the TOB Process for all new International Financial Advisor relationships and liaise with all relevant parties incl.
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 International Financial Advisors, 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 running a Hospitality programTake responsibility for ensuring IFAs are trained or have access to training on administrative, product and AML matterVisiting accounts or attending events where needed.Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business & Enquiries and acting as a conduit between the IBCs and operational side of the business.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 & Enquiries and acting as a conduit between the IBCs and operational side of the business. Reporting: Take responsibility for reporting and analysis of business flows, account activity incl.
new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level, but for internal reporting on business development activities.Develop and maintain reporting on competitor products 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 software (CRM)Strong verbal and written communication skillsAbility to build and maintain relationships with IFAsKnowledge of administrative and operational processes.Strong empathetic disposition to deal with challenging circumstances.Strong time management and organizational skillsAbility to work independently and as part of a teamFlexibility and adaptability to changeA desire to learn and grow in the IFA servicing and technical spaceAt least 5 years experience in operational matters and working directly with IFAs
