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:

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

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