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Financial Planning Administrator

2 months ago

Chatham, Kent, United Kingdom Blakemore Recruitment Full time

We are seeking an experienced IFA Administrator to join our client's team in Chatham. The successful candidate will be responsible for delivering a first-class service to clients, ensuring the efficient and accurate processing of business, and providing administrative support for the onboarding of new clients.

Key Responsibilities:

Data Management: Maintain and update client data in a secure environment, ensuring accuracy and confidentiality.

Reviews: Prepare client reviews, update cash flow models, and produce supporting reports, discussion documents, and computer models.

Relationship Building: Liaise with clients by telephone, letter, and email to build strong relationships and provide exceptional customer service.

Proposition Delivery: Deliver service propositions within agreed service levels and timescales, ensuring timely and efficient delivery.

Coordination: Work with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.

Partners: Collaborate with other professional advisers, solicitors, and accountants to implement an agreed action plan.

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.