Social network you want to login/join with:
col-narrow-left
Client:
Blakemore Recruitment
Location:
London, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
14bbf6c8a03a
Job Views:
60
Posted:
15.07.2025
Expiry Date:
29.08.2025
col-wide
Job Description:
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:
* 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
#J-18808-Ljbffr