Senior Financial Planning Administrator

3 days 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 paraplanners and financial advisers, ensuring seamless delivery of work and exceptional client service.

Key Responsibilities
  • Manage client relationships and maintain accurate records to ensure timely and efficient service delivery.
  • 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.
  • Conduct daily client interactions and respond to queries in a professional and timely manner.
  • Assist with product research, application processing, and database management to ensure accurate and up-to-date client records.
  • Liaise with product providers and third-party vendors to ensure smooth delivery of services.
Requirements
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other relevant software applications.
  • Knowledge of financial services regulations and industry standards.


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