Client Administration Officer
3 weeks ago
Position: IFA Administrator
Company: Blakemore Recruitment
We are seeking an IFA Administrator to become a vital part of our team. The successful candidate will play a crucial role in supporting Financial Advisers, ensuring that all client documentation is handled with precision and adheres to our organizational standards.
Key Responsibilities:
- Gather illustrations, key features, and application forms from various Platform Providers
- Assemble client meeting packs containing essential documentation
- Dispatch client documentation as required
- Issue signed letters of authority and maintain updated client records
- Prepare applications for new business
- Address inquiries from IFAs, colleagues, clients, and providers
- Foster and maintain client relationships with providers
- Generate client valuation schedules
- Oversee client plans and requests
- Manage an efficient diary to ensure all activities are organized
- Notify Advisers and the Admin Manager of any client-related occurrences
Required Experience / Skills:
- Proficient in Microsoft Office and other computer applications
- Strong communication abilities
- Client-centric mindset
- Highly organized and self-motivated
- Good understanding of the industry
- Meticulous attention to detail
- Accurate data entry and record management skills
- Desire to pursue professional qualifications (preferred)
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