IFA Administrator

3 Days Old

A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex DutiesInclude: AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts. Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients. Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport. Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations. Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives. Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy. Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations. Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws. Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation. DailyuseofProviderPlatformsandbackofficesystems.
AMRT1_UKTJ ...
Location:
Horsham, West Sussex
Salary:
£40,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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