Senior IFA Administrator

2 Days Old

Senior IFA Administrator Worcestershire Salary up to £32,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented and experienced IFA Administrator to join their growing team based in the Worcestershire area. This practice truly believes in providing an unrivalled level of service to all their clients. When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets. Responsibilities: " Working closely with Financial Planners to deliver excellent client service. " A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively. " Maintaining back-office systems and client records. " Processing all business in line with processes and procedures, collating AML documentation as required. " Workflo...
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Location:
Worcester
Salary:
£30,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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