Job Description
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
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