Are you ready to embark on an exciting journey in the world of wealth management? Look no further a regional IFA firm is searching for an exceptional Senior IFA Administrator to join their dynamic team. If you're a dedicated professional with a passion for financial services and a desire to make a real impact, this is the opportunity you've been waiting for!
The Salary for an IFA Administrator is up to £30,000, based in Wokingham
As a Senior IFA Administrator, you will play a crucial role in ensuring the success and satisfaction of our clients.
Your responsibilities will include:
Providing outstanding administrative and technical support
Ensuring that every client receives exceptional service
Managing investment fund switches and fostering client relationships
Collaborating closely with one Financial Adviser and providing technical support to junior members of the Administration team.
Quick and effective response to client queries with clear and comprehensive communication.
Accurate recording and maintenance of written and electronic client communication in Intelliflo (iO).
Gathering policy information, quotes, illustrations, and product details.
Efficiently processing and submitting new business to providers.
Experience and Qualifications:
Experience in the financial services industry at an IFA firm
Strong technical knowledge of investments, pensions, and family wealth planning.
Exceptional written and verbal communication skills.