Senior IFA Administrator

We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role offers hybrid working 3 days in the office and 2 days from home. This role will included speaking clients on a daily basis. You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.

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
• Assisting with product research
• Processing applications
• Upkeep of company database with full and accurate client records
• Liaising with product providers and other relevant third parties
• Individual workflow and task delivery
• Generate FE Performance Reports
• Supporting the delivery of and achievement of the client service standards
• Working alongside the paraplanners and administrators to ensure smooth delivery of work