Job Description
Senior IFA Administrator (SJP) - Beckenham, Kent
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).
This will be an office based position.
Key Responsibilities:
- Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Telephone liaison with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentati...