| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Billericay |
| Education | Not Mentioned |
| Salary | £25,000 - £32,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
We are currently recruiting for a highly regarded Financial Planning practice in Sevenoaks who are looking for an experienced IFA Administrator to join their team.This company illuminate their clients financial world. Building clarity and confidence in their mind and optimising every experience they have with them.Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.Youll also need to understand and add value when it comes to their clients needs - looking at constant improvement and innovation.Onboarding- providing full administrative support for the onboarding of new clients.Data management - maintaining and updating client data in a secure environment.Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.Relationship Building - liaison with clients by telephone, letter, email.Proposition delivery - Delivering service proposition within agreed service levels and timescalesCoordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the processPartners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.What they are looking forThey are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services
Keyskills :
Financial PlanningFinancial ServicesWealth Management