We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role offers hybrid working 3 days in the office and 2 days from home. This role will included speaking clients on a daily basis. You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.
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
*Processing applications
*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