IFA Administrator
Your new company This organisation is one of the UK''s top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services.They''re people-first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award-winning development programmes and resources that will give you the freedom to shape your career. Your new role Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you''ll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis.As such, this role would be suited to someone who is self-assured, proactive and has the ability to build long-lasting relationships.Key responsibilities include:Providing ''subject matter expert'' input as appropriate and when requested, and provide appropriate training, direction and support for others where neededTroubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriateDealing with all aspects of the new business process and ongoing ..... full job details .....
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