Senior IFA Administrator

We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.

Key Contributions:

• Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
• Accurate upkeep of the client details to ensure accurate records are maintained.
• Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
• Providing technical information to ensure workflows are followed and standards adhered.
• Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.

Key Tasks and Responsibilities:

• Obtaining full policy information
• Producing client Annual Review Reports
• Dealing with client queries