IFA Administrator

2 Days Old

A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. DutiesInclude: AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts. Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients. Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport. Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations. Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives. Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy. Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations. Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws. Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation. xehkeey DailyuseofProviderPlatformsandbackofficesystems.
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Location:
West Sussex
Job Type:
FullTime
Category:
Administration And Secretarial

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