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Our client are a well-established leading independent financial planning and wealth Management company who are now seeking an experienced and talented and experienced IFA Administrator to join their growing team based in the Worcestershire area. This practice truly believes in providing an unrivalled level of service to all their clients. When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing.
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.
Responsibilities:
" Working closely with Financial Planners to deliver excellent client service.
" A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively.
" Maintaining back-office systems and client records.
" Processing all business in line with processes and procedures, collating AML documentation as required.
" Workflow management and use of technology.
" Identify and coach team members through training and competencies, to enhance skills and competencies.
" Working alongside the Client Services Manager in the day to day running of the team.
" Liasing with operational teams to provide coaching and upskilling as well as and monitoring of processes and procedures.
" Identifying risks and breaches.
" Assist in developing processes and procedures that are realistic and fully usable for the team to ensure streamlining and efficiencies are in place.
" Responsible for general information, queries, phone calls and invitations to planners by redirecting or taking forward such contact as appropriate.
" Other duties as directed by management.
Our client is looking for a confident, switched-on individual who is driven to exceed expectations.
For further information please contact one of our specialist consultants quoting REF: NJR1506
