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An experienced IFA Client Administrator to provide proactive and efficient administration support to Pension Planners. The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
They are actively looking for a skilled IFA support technician to work in their Ipswich offices.
The role:
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To fully understand the role and the expectations of the role from both an in-house and a regulatory perspective.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client’s needs and objects. Surrenders, Withdrawals & Income payments as an example.
Interviews are available immediately.
