IFA Partner Support Job description JOB: Our client is looking for an experienced IFA Partner Support in Chester, the company was launched to the IFA market in 2009 with an innovative yet simple technology solution created through: A combination of extensive technology engineering A desire to find creative solutions to investment challenges facing advisers and clients today. A commitment to help IFAs remain truly independent All applicants must have experience working with wrap providers (Skandia, Standard Life,Transact etc) for clients, completing online switches and a knowledge of the independent financial world Day to day activities- Online demonstrations of the functionality of our website. Develop and maintain relationships with our IFA Partners. Represent Clever Adviser Technology Limited at Financial Institution exhibitions and similar events. Attend team meetings and share best practice with colleagues. Visit new / existing IFA Partners on implementation and Training days. Work with Financial data. The clients integrity and reputation form the very essence of who they are as a company. The relationship they have with our IFA partner firms is of paramount importance to us and we pride ourselves on our ability to deliver exceptional support in an honest and transparent manner. As such, you will be professional, articulate, friendly, enthusiastic, honest and engaging. It is imperative that you are hard working, ambitious, well organised and work in a structured manner. Knowledge of the Financial Services market is essential. You must have strong communication and presentation skills, both verbal and written. You will be required to work both independently and as part of a team, therefore you will need to demonstrate you can work unsupervised and use your own initiative. Experiences Experience is Finacial Services (working for an IFA as a main administrator is essential) Knowledge of products and wrap providers within the industry Experience working in an IFA office as a Paraplanner (qualification will be desirable) Come from either smaller companies or larger companies Skills Microsoft Excel and word Passionate about the delivery of fantastic customer services with an excellent telephone manner Must be process focused Behaviours Highly organised team player Flexible in your work appraoch To apply for this position please email CV’s to [email protected] Unfortunately due to the high number of applicants for this role, if you do not hear back from us within 2 working weeks, please assume you have been unsuccessful. This vacancy is advertised by Elite National Recruiters. All candidates registering with ENR will need to provide Proof of ID, and any relevant qualifications to the role. Elite National Recruiters Limited is an equal opportunities employer
Posted on: Thu, 25 Sep 2014 13:38:37 +0000
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