Financial Services Administrator
3 weeks ago
We are currently seeking a skilled IFA Administrator to become part of a reputable Financial Planning practice. This position provides the opportunity for flexible home working, allowing for a balanced work-life dynamic.
As a progressive Independent Financial Planning firm, we focus on delivering comprehensive Financial Life Planning solutions. We are in search of an experienced IFA Administrator who possesses a proactive mindset and meticulous attention to detail. This role includes various benefits and the flexibility to work remotely.
Key Responsibilities:
- Assisting the Financial Planning team in executing new business strategies
- Managing communications and inquiries from both new and existing clients
- Facilitating the development and upkeep of internal relationships
- Maintaining a high standard of customer service in all processes and communications
- Coordinating with product providers and other relevant third parties
- Overseeing client review communications and ensuring exceptional client service
- Managing individual workflows effectively
Essential Skills:
- Effective communication skills to engage with clients and collaborate with professionals
- A positive demeanor, strong problem-solving abilities, and innovative thinking
- Capability to perform well under pressure while enhancing customer service standards
- Excellent organizational and planning skills to formulate customer service policies
- Strong personal presentation and a commitment to continuous improvement in customer service skills
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