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. xbpsjku
- DailyuseofProviderPlatformsandbackofficesystems.
- Location:
- Crawley
- Job Type:
- FullTime
- Category:
- Administration And Secretarial
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