Senior IFA Support Administrator
Senior IFA Support Administrator, Kent. Salary very much dependent upon experience and excellent benefits. Flexible working and an element of working from home available. Are you an IFA Support Administrator looking for an exciting new opportunity where you can step up to a more senior role? Are you looking to further your career within Financial Services with a business who have supported their staff effectively and have done the right thing during the pandemic? Then this could definitely be the right opportunity for you. This is a fantastic opportunity to provide administrative and technical support to a highly respected Financial Planner / team of Financial Advisers and Paraplanners who truly put their Clients at the heart of everything that they do. The main elements of this role will include: Providing support to Financial Planners, Advisers and Paraplanners in their research and analysis to meet client needs and objectives Support in preparing client financial plans and suitability reports Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Assisting in the provision of quotations, key features, applications and other relevant paperwork to advisers for their client meetings In order to apply you will need to have: Minimum of two year's experience in an IFA/Wealth Management environment Experience of accessing Provider Platforms Confidence to develop strong, sustainable relationships with clients, colleagues and product providers Excellent organisation and prioritisation skills Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of client support An excellent approach when it comes to client service In return for your hard work in assisting the companies future growth and development, you will be provided with a competitive salary and an excellent benefits package which includes: Pension Scheme Flexible & Smart Working - giving you the ability to balance home-working, office location Bonus Scheme Opportunities to progress to more technical or managerial type roles In addition to all the benefits you would expect from an excellent employer, you will be given the utmost encouragement and support to develop your career further and study towards Financial Services examinations. If you do have the relevant experience please apply or get in touch to find out more.