Senior IFA Administrator

We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. 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