Company

Blakemore RecruitmentSee more

addressAddressLondon, England
type Form of workPermanent
salary Salary£35,000 - £40,000 Annual
CategoryAdministrative

Job description

We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also

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
Refer code: 2656024. Blakemore Recruitment - The previous day - 2024-01-31 00:04

Blakemore Recruitment

London, England
Jobs feed

Safeguarding Team Leader

The Manchester College

Manchester, Greater Manchester

£23,840 - £36,983/annum Competitive Benefits

Team Leader (Manufacturing)

Interaction Recruitment

Sheffield, South Yorkshire

£30,000 - £40,000/annum

CNC Maintenance engineer

Kingston Barnes Ltd

Clevedon, Somerset

£35,000 - £44,000/annum

Laboratory Technician

Pertemps Birmingham Industrial

Birmingham, West Midlands

£12 - £13/hour

Waste and Recycling Operative

Executive Connect Ltd

Durham, Durham

£11.98/hour

Senior Buyer

Bowmay Consulting

Gamesley, Derbyshire

£40,000 - £50,000/annum CIPS study support if required

Market Researcher

Mtrec Ltd

Consett, Durham

£11.44/annum

Production Team Leader

Michael Page

Bradford, West Yorkshire

Admin Assistant

Jrl Group

NG4 2BG

£0 - £1/annum Competitive

Trainee Recruitment Consultant

Vision For Education - Manchester

Manchester, Greater Manchester

£25,000 - £30,000/annum

Share jobs with friends

Related jobs

Technical Ifa Administrator - London

Graduate Sales Administrator

Rise Technical Recruitment

£30,000/annum bonus

Hayes, Greater London

6 days ago - seen

Technical Administrator

Tarmac Trading Limited

Not specified

Erith, Greater London

2 months ago - seen

Technical Administrator

Tarmac

£1 to £24 per hour

Erith, Greater London

2 months ago - seen

Technical Financial Administrator (Part Time)

Kent Recruitment Bureau

£28,000 - £35,000 a year

London, England

2 months ago - seen

Customer Service/Office Administrator

Rise Technical

£25000 - £30000 per annum + Holiday

London, England

2 months ago - seen

Technical Administrator

The Openwork Partnership

£40,000 per annum, negotiable

London, England

3 months ago - seen

Technical Administrator

Cameron Mackintosh Ltd

£30k-£40k

London, England

3 months ago - seen

Technical Administrator

Skanska

Competitive

London, England

4 months ago - seen

Private Client & Technical Administrator

The Graduate Project

£30,000 - £35,000 Annual

London, England

4 months ago - seen

Renewables Administrator

Rise Technical Recruitment Limited

£29,000 - £34,000 per annum

London, England

4 months ago - seen

Office Administrator

Rise Technical

£25000 - £30000.00 per annum

London, England

4 months ago - seen

Technical Administrator Property Services

London and Quadrant Housing Trust

not provided

London, England

5 months ago - seen

Technical Administrator

Bakkavor

Permanent, Full-time

London, England

5 months ago - seen

Technical Project Support Administrator

March Personnel

£25,000 - £30,000/annum

Hampton Wick, Greater London

5 months ago - seen

Asset Technical Support Administrator

Look Ahead

Westminster, Greater London

5 months ago - seen

Internal Sales Engineer / Administrator

Rise Technical Recruitment

Acton, Greater London

5 months ago - seen

Network Management Technical Administrator

Adecco

£20.00 - £25.00 per hour

London, England

5 months ago - seen

Sales Administrator

Zebra Technical Recruitment Ltd

Acton, Greater London

5 months ago - seen