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Senior IFA Administrator - St Albans, St Albans
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Client:
Location:
St Albans, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
32f899248d9a
Job Views:
12
Posted:
29.04.2025
Expiry Date:
13.06.2025
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Job Description:
Senior IFA Administrator - St Albans
We are looking for an experienced IFA Administrator to join our client's team based in St Albans. This position involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires use of different CRM systems and platforms.
Key Responsibilities:
* Support the Business Support Team in handling client's Propositions.
* Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly.
* Update the back office system to ensure accurate client data and information.
* Maintain compliant files, ensuring all documents are stored appropriately.
* Manage workflow and diary systems for quick access by staff.
* Prepare client valuations for annual reviews and in line with the Client Service Agreement, including invoicing for additional services.
* Handle servicing tasks as per the Client Service Agreement and invoice for extra services as needed.
* Process work efficiently and accurately to meet service targets.
* Build and maintain relationships with clients, consultants, and third-party providers through regular communication.
* Participate in projects and team efforts to meet company goals.
* Support colleagues by sharing workloads to achieve team objectives.
Experience and Qualifications:
* Essential: Administration and customer service experience.
* Beneficial: Telephone-based experience.
* Beneficial: Financial Services experience, preferably in life and pensions.
* Essential: Financial Services experience in relevant environments.
* Qualifications are desirable or willingness to study.
If interested, please submit your CV to [emailprotected]
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