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Candidates who come from a transferable background will be considered for this exciting Opportunity
Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented 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:
" Processing New business files
" Preparing Client review packs
" Working closely with Financial Planners to ensure the Advice process is seamless
" Data entry and Client Letters of Authority
" Observing data protection regulation at all times
" Keeping client records up to date by liaising with the relevant product providers
" Deal with clients face to face and over the phone
" Perform all aspects of the role with in a professional and efficient manner
" Providing Client Illustrations and Valuations
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: NJR15523
