Location
somerset west
Job Type
Full-time
Posted
July 05, 2026
Job Description
Key Duties and Responsibilities
IBC Support
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 par8es 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 su...
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