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Senior IFA Administrator

Job LocationTwickenham
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within thefirm.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

Keyskills :
Financial ServicesInvestmentWealth ManagementSales Support

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