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Royal Tunbridge Wells

    IFA Administrator - Royal Tunbridge Wells, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Royal Tunbridge Wells, United Kingdom

    Found in: Talent UK C2 - 9 hours ago

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    Description

    We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.

    ROLE

  • Acting as point of contact between clients, advisers and third-party product providers
  • Establishing and maintaining electronic client files
  • Processing new business applications, maintaining accurate information and recordings transactions
  • Sourcing quotations, illustrations and supporting documentation
  • Preparing valuations, reports and material for client meetings
  • Ensuring that all work adheres to the firm's compliance procedures
  • Follow established procedures, systems and templates for processing work
  • Act on own initiative to ensure workload is prioritised in a timely manner
  • Dealing with post and answering the phone

    • PERSONAL

  • To maintain and increase technical knowledge and ability to apply this knowledge
  • To keep CPD records in accordance with the firm's T&D plan
  • To ensure that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission
  • To maintain an awareness of new products and market developments
  • To ensure that both internal and external communications are polite and respectful and to represent the firm in a professional manner

    • QUALIFICATIONS/CAPABILITIES

  • To use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm
  • To maintain an acceptable knowledge of the Regulatory framework

    • SKILLS

  • Understanding information and documentation required to process new business, claims and amendments to existing client policies and investments
  • Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and
  • Gateway
  • Communication and interpersonal skills for dealing with colleagues, clients and companies
  • Letter writing skills and information presentation
  • High degree of organisational skills and attention to detail
  • Exceptional client service and communication skills

    • KNOWLEDGE

  • Understanding of Regulatory framework
  • Knowledge of financial services products
  • Experience of provider investment platforms
  • Experience within the financial services industry
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