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20/08/2024
Type of Position: Senior IFA Administrator - Hailsham
Pay: £40k - £50k
Senior IFA Administrator - Hailsham
We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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