Job Description

Description:

IBC 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 info...

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