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Senior IFA Administrator - London

Posted 12 March by Synchronicity Group Ended

Senior IFA Administrator £32,500

My client are a large Financial Planning practice based within London who are looking for an experienced Sales support idividual

The main responsibilities for the role include:

  • Processing Letters of Authority & follow through until all information obtained Liaising with investment/insurance companies and building & maintaining professional relationships.
  • Comprehensive customer service through the provision of accurate and timely information, taking and returning telephone calls, attention to detail, general conduct, and following through all tasks and communication.
  • To assist the Financial Advisers in the research of client data.
  • Updating back office system
  • Fund research.
  • Processing of new business applications, fund switches, quotation packs Client reviews
  • Work pro-actively with the compliance function.
  • Manage client information to ensure accuracy.
  • Liaise where necessary with third party providers and clients.
  • General administration including filling, photocopying, preparation of letters
  • Answer telephone enquiries, taking messages and following them through as necessary.
  • Other duties may also be required to be completed in the normal working day.

To be considered for the role you must have/be:

  • Previous within a Wealth Planning company.
  • Excellent telephone manner.
  • Experience within a customer service role preferable.
  • Can demonstrate strong customer service and communication skills.
  • Organised, pro-active, attention to detail.
  • Friendly, professional demeanour with clients.

This is a great opportunity to work with a fantastic business that is both highly professional and brilliant at what they do.

If you are interested in this position and have the relevant skills & experience then please apply by sending through your CV or call for more information.

Required skills

  • Adviser
  • Financial Planning
  • Investment
  • Paraplanning
  • Graduate Level

Reference: 34662445

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