Senior IFA Administrator

4 months ago

Leighton Buzzard, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role offers hybrid working 3 days in the office and 2 days from home. This role will included speaking clients on a daily basis. You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.

Key Contributions:

  • Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
  • Accurate upkeep of the client details to ensure accurate records are maintained.
  • Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
  • Providing technical information to ensure workflows are followed and standards adhered.
  • Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.

Key Tasks and Responsibilities:

  • Obtaining full policy information
  • Producing client Annual Review Reports
  • Dealing with client queries
  • Assisting with product research
  • Processing applications
  • Upkeep of company database with full and accurate client records
  • Liaising with product providers and other relevant third parties
  • Individual workflow and task delivery
  • Generate FE Performance Reports
  • Supporting the delivery of and achievement of the client service standards
  • Working alongside the paraplanners and administrators to ensure smooth delivery of work

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