Ifa Administrator - Manchester, United Kingdom - Idex
Description
My client is currently looking for an experienced IFA Administrator to join their team in Manchester city centre.- Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes
- Prioritise and plan own workload and be proactive
- Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience
- Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships
- Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands
- Maintain effective relationships with colleagues, clients and third parties
- Proven abilility to prioritise work effectively, work under pressure and to strict deadlines
- Work to a consistently high professional standard and level of accuracy
- Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business
- Strong planning and organisational skills to ensure activities are aligned to business priorities
For more information please contact Graeme Hyland on
Visit the IDEX Consulting Ltd website for further opportunities.
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