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We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also
Key Contributions:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of the client details to ensure accurate records are maintained.
- Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards adhered.
- Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.
Key Tasks and Responsibilities:
- Obtaining full policy information
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- Processing applications
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside the paraplanners and administrators to ensure smooth delivery of work
