Ifa Administrator

4 weeks ago

Manchester, United Kingdom Nelson Scott LLP Full time

**Job Purpose**:
The Specialist Desk Client Delivery Associate provides full support to one or more Financial

Planners who deliver focused protection advice. They will ensure client satisfaction through

direct contact with all parties: clients, and other operational colleagues and insurers, while adhering to regulatory standards.

**Key Responsibilities**:

- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party
- Point of contact for all client servicing and new business queries; to research and resolve client

issues timely and efficiently.
- Preparation for client meetings and attend as and when required.
- Provide the business support necessary in meeting Tilney strategy and business objectives, as
- Process all business in accordance with required processes & proactive pipeline management.
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
- Request policy information from third party policy providers.
- Coordinate and produce client communications valuations as part of the advice delivery and

implementation process.
- Maintain client records in accordance with internal Compliance requirements.
- Prioritise workload to e ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
- Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
- Cover Front of House responsibilities as and when required.

**Skills and Qualifications**:

- 2-5 years of operational experience within the financial services industry, with at least 1 year

experience in protection administration..
- A proven strong ethic of client service.
- Excellent standard of education ideally with Certificate in Financial Administration

(CF1)/equivalent with a desire to further development through additional qualifications.
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills ; being able to work independently and within a team.
- Professional telephone manner along with excellent written communication skills; to have an eye for detail.
- Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

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