Senior IFA Administrator

Job Title: Senior IFA AdministratorLocation:LondonSalary: £35,000 to £45,000Capio Recruitment are partnering with a highly regarded Financial Planning firm that is looking to appoint a Client Relationship Executive to join its London office.This is an excellent opportunity for an experienced Financial Planning Administrator or Paraplanner who enjoys building relationships and wants to move into a more client centric role. Rather than focusing purely on administration, you''ll become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while helping to strengthen long term client relationships. This is not a junior administration position. The business is looking for someone with strong industry experience, a positive and proactive mindset, and someone who genuinely enjoys working with clients. If you''re looking for a role where you can have a real impact on the client experience while continuing to develop your career within Financial Planning, this could be a fantastic opportunity.The RoleActing as the main day to day contact for a portfolio of Financial Planning clients Building trusted relationships through regular communication and proactive service Working alongside Financial Advisers to ensure a seamless client journey Coordinating client reviews, meetings and ongoing servicing requirements Liaising with providers and internal teams to ensure client requests are completed efficiently ..... full job details .....