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Financial Planning Coordinator

2 months ago

Chatham, Kent, United Kingdom Blakemore Recruitment Full time
{"title": "IFA Administrator", "description": "

We are seeking a skilled IFA Administrator to provide exceptional support to our financial planning team.

The successful candidate will be responsible for the efficient processing of business and delivering a high-quality service to our clients.

Key Responsibilities:

  • Onboarding new clients and providing full administrative support.
  • Maintaining and updating client data in a secure environment.
  • Preparing client reviews, updating cash flow models, and producing supporting reports.
  • Liaising with clients by telephone, letter, and email.
  • Delivering service propositions within agreed service levels and timescales.
  • Working with administrative staff to ensure application and provider forms are prepared as required.

Requirements:

We are looking for an experienced IFA Administrator with a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.

About the Company:

Our client is a highly regarded Financial Planning practice in Chatham who are committed to providing exceptional service to their clients.

What We Offer:

We offer a competitive salary and benefits package to the successful candidate.

", "lang_code": "en-US"}