IFA Administrator

2 Days Old

Job Description

A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex

DutiesInclude:

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

JBRP1_UKTJ

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Location:
West Sussex
Job Type:
FullTime
Category:
Healthcare

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