Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team.
Key responsibilities will include:
• Providing proactive administrative support for our paraplanners and IFAs
• Preparing and processing documentation for any new and existing clients
• Managing cases utilising our various CRM portals and provider platforms
• Handling incoming queries from internal staff, clients and external providers via email and telephone
• Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties
• Liaising with product providers and other third parties
• Promoting the company’s services in a professional and FCA compliant manner
Person Criteria:
• Previous experience of an administrative role within the financial services industry, essential
• Good level of education, passes in English and Maths
• Excellent written and verbal communication skills
• Strong numeracy skills and exceptional attention to detail
• Ability to understand and analyse financial and non-financial data
• Experience in communicating with and managing expectations with clients
• Desire to learn and develop
• High level of initiative
• Ability to work independently and as part of a team
• Literate with MS products including O...