IFA Administrator
New Today
A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
DutiesInclude:
AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.
Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.
Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation.
DailyuseofProviderPlatformsandbackofficesystems.
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Banking
