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Financial Planning Support Specialist
2 months ago
We are seeking an experienced IFA Administrator to join our team and support our highly successful advisers and their HNW clientele.
About the RoleThis is an exciting opportunity for an individual with a strong understanding of the full financial planning and corporate advice process. As an IFA Administrator, you will be responsible for providing administrative support to our advisers, ensuring the smooth delivery of financial planning services to our clients.
Key Responsibilities- Provide administrative support to our advisers, including data entry, document preparation, and client communication.
- Assist with the preparation of client reports, presentations, and other materials.
- Develop and maintain strong relationships with clients, providing exceptional customer service and support.
- Contribute to the development and implementation of business processes and procedures.
- Collaborate with the team to achieve business objectives and goals.
We offer a competitive salary, a range of benefits, and opportunities for professional development and growth. Our team is passionate about delivering exceptional service to our clients, and we are looking for someone who shares our values and commitment to excellence.
Requirements- Previous experience in a financial planning or IFA administration role.
- Strong understanding of the full financial planning and corporate advice process.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
If you are a motivated and organized individual with a passion for financial planning and administration, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information].
