Address
Form of work
SalaryWe are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting IFA's with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.
Key Responsibilities:
- 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)
Experience and qualities:
- 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
If you would be interested in applying for this opportunity then please submit a copy of your CV to Josie at Artemis Recruitment.
