Financial Services Technical Administrator

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role is pivotal in delivering technical administrative assistance to the Paraplanners and Financial Advisers, ensuring seamless operations within the organization.

Key Contributions:

  • Foster strong relationships with clients, enhancing the firm's reputation within the financial community.
  • Maintain accurate client records to ensure data integrity and compliance.
  • Assist in the development and refinement of internal processes to uphold service standards and operational efficiency.
  • Provide essential technical information to support workflow adherence and quality standards.
  • Uphold a professional demeanor while complying with regulatory requirements.

Key Tasks and Responsibilities:

  • Gather comprehensive policy information for client accounts.
  • Prepare Annual Review Reports for clients.
  • Address and resolve client inquiries effectively.
  • Support product research initiatives.
  • Process applications accurately and efficiently.
  • Maintain the company database with precise client information.
  • Collaborate with product providers and relevant third parties.
  • Manage individual workflows and task completion.
  • Generate performance reports as required.
  • Contribute to the achievement of client service standards.
  • Work closely with paraplanners and administrative staff to ensure effective work delivery.


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