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 informationProducing client Annual Review ReportsDealing with client queriesAssisting with product researchProcessing applicationsUpkeep of company database with full and accurate client recordsLiaising with product providers and other relevant third partiesIndividual workflow and task deliveryGenerate FE Performance ReportsSupporting the delivery of and achievement of the client service standardsWorking alongside the paraplanners and administrators to ensure smooth delivery of work