Technical IFA Administrator

4 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time
Job Title: Technical IFA Administrator

We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successful candidate will have good knowledge of Intelligent Office. This role also involves maintaining good relationships with all clients of the business, enhancing the profile of the Company among its clients and community.

Key Responsibilities:
  • Maintaining accurate records of client details
  • Supporting the development and maintenance of internal processes to ensure business flow and agreed service standards
  • Providing technical information to ensure workflows are followed and standards are adhered to
  • Dealing with client queries and providing excellent customer service
  • Assisting with product research and providing recommendations to the Paraplanners and Financial Advisers
  • Processing applications and maintaining accurate records
  • Liaising with product providers and other relevant third parties
  • Generating FE Performance Reports and supporting the delivery of client service standards
Requirements:
  • Good knowledge of Intelligent Office
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong attention to detail and organizational skills
  • Ability to maintain confidentiality and handle sensitive information


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