We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week.
They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an enthusiastic, driven individual with a positive attitude and eye for detail to join the team. The role offers flexible working and benefits package.
The Role
The role of the IFA Administrator is to provide first class support to the Financial Planning team.
Key Responsibilities
1. Supporting the Financial Planning team in the implementation of new business
2. New and existing client communications and queries
3. Supporting the dealing with new enquiries and prospects
4. Supporting the dealing with existing client enquiries
5. Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
6. Contributing to the smooth running of the administrative function within the business
7. Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
8. Supporting the on-boarding of new clients into the business
9. Liaising with product providers and other relevant third parties
10. Maintaining existing client review communications
11. Working alongside the Financial Planning team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
12. Supporting the delivery of and achievement of the client service standards
13. Client continual improvement feedback communications and maintenance
14. Individual workflow and task delivery.
Skills and attributes
15. communication skills that allow you to inform customers clearly and to liaise effectively with other professionals;
16. Continual positive “can do” attitude and approach
17. problem-solving skills;
18. confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;
19. creative thinking, to be able to come up with new ideas to improve customer service standards;
20. an ability to work well under pressure;
21. organisational and planning skills to develop customer services policies;
22. good personal presentation, especially when working with customers face to face;
23. a commitment to improve your own customer service skills on an ongoing basis.