Our client, a Chartered Financial Planning business based in Liverpool are currently recruiting as Senior IFA Administrator to join their busy team.
The Role:
• To provide full client servicing and administrative support to the Directors and Financial Planners ,
• Ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities.
• Preparation of meeting packs and valuations (as required)
To be successful in this role, you should have:
• Proven experience working in the financial services industry
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
• Competitive salary up to £35,000 dependent on experience
• Discretionary bonus twice a year
• Private medical insurance
• Pension contributions
• Early finish on a Friday
• Generous holiday package
• Birthday off
• Professional Development support
• Summer and Xmas team day out