Technical Ifa Administrator - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.

Key Contributions:

Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
Accurate upkeep of the client details to ensure accurate records are maintained.
Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
Providing technical information to ensure workflows are followed and standards adhered.
Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.

Key Tasks and Responsibilities:

Obtaining full policy information
Producing client Annual Review Reports
Dealing with client queries
Assisting with product research
Upkeep of company database with full and accurate client records
Liaising with product providers and other relevant third parties
Individual workflow and task delivery
Generate FE Performance Reports
Supporting the delivery of and achievement of the client service standards
Working alongside the paraplanners and administrators to ensure smooth delivery of work