- 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.
- 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.
-
Ifa Administrator
1 week ago
Nelson Scott LLP Gerrards Cross, United KingdomJob Description - IFA Support · Summary of Position · To provide comprehensive support to ensure the efficient operation of the business and excellent · service to clients of the firm. · Responsibilities and Duties · Responsibilities will include: · - Production of reports, valua ...
-
Experienced Ifa Administrator
6 days ago
Blakemore Recruitment Gerrards Cross, United KingdomBlakemore Recruitment are currently assisting a highly regarded boutique financial planning firm seen an experienced Administrator to join their team in Gerrards Cross. · **Responsibilities** · **Client servicing and meeting preparation**: · - Use appropriate systems and processe ...
-
Ifa Administrator
1 day ago
CAPIO RECRUITMENT LIMITED Watford, United Kingdom**Job Title**: IFA Administrator · **Location**: St Albans · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in St Albans. · Our client ...
-
Ifa Administrator
1 day ago
Search Consultancy Buckinghamshire, United KingdomIFA Administrator · Buckinghamshire · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Have a ...
-
Ifa Administrator
2 days ago
Blakemore Recruitment Harrow On The Hill, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Harrow on the Hill who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and ...
-
Ifa Administrator
1 week ago
Cranleigh Personnel Marlow, United Kingdom**Job: IFA Administrator / Wealth Planning Administrator - Hybrid** · **Location: Bath** · **Salary: £25,000 - £35,000 DoE** · If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, the ...
-
Ifa Administrator
2 days ago
Cranleigh Personnel Marlow, United Kingdom**Job: IFA Administrator / Wealth Planning Administrator - Hybrid** · **Location: Bath** · **Salary: £25,000 - £35,000 DoE** · If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, the ...
-
Ifa Administrator
1 week ago
GCB Recruitment London, United KingdomAre you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...
-
Ifa Administrator
1 week ago
Integrity365 High Wycombe, United Kingdom**The role**: · Integrity365 are currently looking to expand our team of office based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality fin ...
-
Ifa Administrator
2 days ago
CAPIO RECRUITMENT LIMITED Luton, United Kingdom**Job Title**: IFA Administrator · **Location**: Luton · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Luton. · Our client is forwa ...
-
Ifa Administrator
3 days ago
Cranleigh Personnel Winnersh, United KingdomIFA Administrator / Wealth Planning Administrator · Based, Winnersh · Salary up to £32,000 + bonus · - Do you love organising, planning and thinking ahead?_ · - Are you currently working as a IFA Administrator / Wealth Planning Administrator in_ · - financial services and looking ...
-
Ifa Administrator
6 days ago
Huntress Winnersh, United KingdomAs an IFA Administrator you will be responsible for delivering excellent administrative and technical support to clients, Financial Advisers, and the Financial planning team with a strong focus on providing excellent outcomes for all clients. · This would suit an experienced IFA ...
-
Ifa Administrator
5 days ago
Financial Divisions London, United Kingdom**Wealth Management** · **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** · **The Opportunity** · Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out ...
-
Ifa Administrator
1 week ago
Blakemore Recruitment Finchley, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Finchley who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and optimisin ...
-
Ifa Administrator
5 days ago
Ortus PSR Fleet, United Kingdom**IFA Administrator** · **Location: Fleet** · **Salary: £25,000 - £28,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantas ...
-
Ifa Administrator
1 week ago
Cranleigh Personnel Wimbledon, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Wimbledon - Up to £35,000** · **Hybrid working available** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique indep ...
-
Ifa Administrator
2 days ago
CAPIO RECRUITMENT LIMITED Aylesbury, United Kingdom**Job Title**: IFA Administrator · **Location**: Aylesbury · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Chartered Financial Planning firm to be based in from their boutique office based in Aylesbury. · O ...
-
Ifa Administrator
3 days ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: New Business Administrator · **Location**: London · **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. · **Salary ...
-
Ifa Administrator
6 days ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £30,000 - £38,000 depending upon experience** · **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** · Do you feel frustrated in your current role as you are not having the mentoring/trainin ...
-
Ifa Administrator
2 days ago
Blakemore Recruitment Ascot, United KingdomWe are currently recruiting for a Financial Planning practice in Ascot who are looking for a Financial Services Administrator to join their team. · They are looking for an experienced, organised and proactive IFA administrator to join their Financial Planning team. · The IFA admi ...
IFA Administrator - Gerrards Cross, United Kingdom - Blakemore Recruitment
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
Skills and attributes