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Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients. You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation. Onboarding - providing full administrative support for the onboarding of new clients. Data management - maintaining and updating client data in a secure environment. Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. Relationship Building - liaison with clients by telephone, letter, email. Proposition delivery - Delivering service proposition within agreed service levels and timescales Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan. What they are looking for They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services