Senior IFA Administrator - Hailsham
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Job Description
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 documen...