Leave us your email address and we'll send you all the new jobs according to your preferences.
Senior IFA Administrator - Teddington
Posted 16 days 16 hours ago by Blakemore Recruitment
£35,000 - £40,000 Annual
Permanent
Not Specified
Other
Middlesex, Teddington, United Kingdom, TW110
Job Description
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior 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
- 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
Blakemore Recruitment
Related Jobs
Production Planner
- County Down, Banbridge, United Kingdom, BT323
Manufacturing Process Engineer
- £40,000 - £55,000 Annual
- Liverpool, United Kingdom
Principal Engineer
- £60,000 - £70,000 Annual
- Cheshire, United Kingdom
Enclosure Equipment Technician
- Essex, Basildon, United Kingdom, SS131
Electrical Technician
- County Fermanagh, Monaghan, United Kingdom, BT748