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Gerrards Cross

    IFA Administrator - Gerrards Cross, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Gerrards Cross, United Kingdom

    Found in: Talent UK C2 - 10 hours ago

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    Description

    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

  • Supporting the Financial Planning team in the implementation of new business
  • New and existing client communications and queries
  • Supporting the dealing with new enquiries and prospects
  • Supporting the dealing with existing client enquiries
  • Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
  • Contributing to the smooth running of the administrative function within the business
  • Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
  • Supporting the on-boarding of new clients into the business
  • Liaising with product providers and other relevant third parties
  • Maintaining existing client review communications
  • 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
  • Supporting the delivery of and achievement of the client service standards
  • Client continual improvement feedback communications and maintenance
  • Individual workflow and task delivery.

    • Skills and attributes

  • communication skills that allow you to inform customers clearly and to liaise effectively with other professionals;
  • Continual positive "can do" attitude and approach
  • problem-solving skills;
  • confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;
  • creative thinking, to be able to come up with new ideas to improve customer service standards;
  • an ability to work well under pressure;
  • organisational and planning skills to develop customer services policies;
  • good personal presentation, especially when working with customers face to face;
  • a commitment to improve your own customer service skills on an ongoing basis.
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