IFA Support Specialist
4 weeks ago
We are currently seeking an IFA Support Specialist to enhance our Financial Planning practice. This position offers the flexibility of remote work for four days each week.
As a progressive Independent Financial Advisory firm, we focus on providing comprehensive Financial Life Planning services. We are looking for a skilled IFA Support Specialist who possesses a proactive mindset and meticulous attention to detail. This role includes flexible working arrangements and a range of benefits.
Position Overview:
- 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
- Upholding a high standard of customer service in all processes and communications
- Coordinating with product providers and other pertinent third parties
- Overseeing client review communications and ensuring exceptional client service
- Managing individual workflows effectively
Essential Qualifications:
- Effective communication skills to engage customers and collaborate with professionals
- Positive demeanor, problem-solving abilities, and innovative thinking
- Capability to perform well under pressure while enhancing customer service standards
- Strong organizational and planning skills to establish customer service protocols
- Professional presentation and dedication to continuous improvement in customer service skills
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