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Ifa Administrator - Wilmslow, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Wilmslow, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

To provide administrative support to the provision of Financial Planning service to new and existing clients, and contributing to the company's objectives by providing a professional, timely and effective support service.

KEY RESPONSIBILITIES

Assisting the Operations Manager, advisers and others as required in the development of relationships with existing and new clients.
Transacting all business efficiently and within the deadlines to the standards set by the company.
Demonstrate the ability to input information and process activities through the current back office system as well as the use of Microsoft Office packages
Ensure all business is processed to meet the month end and year end deadlines
Ensuring that the Advisers receive appropriate support in sales activities
Operate an efficient diary system
Working as part of a team to ensure a first class service to clients.
Ensure working practices are compliant with Financial Conduct Authority (FCA) rules and procedures.
Ensure compliance with Money Laundering Procedures and Data Protection.
Providing bespoke valuation reports for clients accurately and in line with deadlines set by the company.
Effective use of Intelligent Office (iO), Exchange and other research tools for research purposes
Challenge information provided by Life Offices / Providers & information contained on client files for accuracy
Demonstrate the ability to effectively prioritise workloads and contribute to team workflows where necessary
Contribute to team discussions and process change
Maintain and develop personal knowledge and skills relevant to the responsibilities of the role and be committed to a programme of continuous improvement as required by the business.
An awareness of the company's objectives and business development plans.
An understanding of the company's client services and investment proposition
Undertake project work as required
Thorough knowledge of the relevant software packages relevant to grade and positi