IFA Administrator

New Yesterday

A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussexDutiesInclude:AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation.DailyuseofProviderPlatformsandbackofficesystems.JBRP1_UKTJ
Location:
Crawley, West Sussex
Job Type:
FullTime

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