Senior Financial Planning Administrator

1 week ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time
About the Role

We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanner and financial adviser, ensuring seamless delivery of services to our clients.

Key Responsibilities
  • Maintain accurate and up-to-date client records, ensuring compliance with regulatory demands.
  • Support the development and maintenance of internal processes to optimize business flow and service standards.
  • Provide technical information and guidance to ensure workflows are followed and standards are met.
  • Liaise with product providers and other relevant third parties to ensure smooth delivery of work.
  • Assist with product research, application processing, and client query resolution.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in using technology and software applications to support administrative tasks.
  • Ability to work independently and as part of a team, with a flexible approach to working hours.


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