We are currently recruiting for a highly regarded Financial Planning practice based in Southgate who are looking to recruit a IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm.
Key Contributions:
1. Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
2. Accurate upkeep of the client details to ensure accurate records are maintained.
3. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
4. Providing technical information to ensure workflows are followed and standards adhered.
5. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.
Key Tasks and Responsibilities:
6. Obtaining full policy information
7. Producing client Annual Review Reports
8. Dealing with client queries
9. Assisting with product research
10. Processing applications
11. Upkeep of company database with full and accurate client records
12. Liaising with product providers and other relevant third parties
13. Individual workflow and task delivery
14. Generate FE Performance Reports
15. Supporting the delivery of and achievement of the client service standards
16. Working alongside the paraplanners and administrators to ensure smooth delivery of work