IFA Administrator

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A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
DutiesInclude:
AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.
Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.
Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation.
DailyuseofProviderPlatformsandbackofficesystems.

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Location:
Horsham
Salary:
£40,000
Job Type:
FullTime
Category:
Banking

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