We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role offers hybrid working 3 days in the office and 2 days from home. This role will included speaking clients on a daily basis. You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.
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