Senior IFA Administrator
Leicestershire (Our Ref AL1311) hybrid option available
Salary dep on experience, ranging £27,000 - £35,000 + benefits
My client is part of an IFA organisation who have offices across the UK. They now have an exciting opportunity for an individual to join their team, providing quality client care and administrative support to the Financial Planners.
Main Responsibilities
- Review planning: The scheduling, planning and organising client reviews with the financial planner.
- Meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
- Post-meeting administration: Preparing, writing and producing client reports.
- Implementing advice actions: For instance, fund switches and new business.
- General office administration: Client servicing support as required.
The Ideal Person
- Able to work within defined business processes.
- Prioritise and plan own workload.
- Have attention to detail and accuracy.
- Be able to communicate effectively with colleagues and clients.
- Excellent interpersonal skills, both written and verbal.
- Ability to focus and prioritise effectively.
- Excellent IT skills being fully competent with MS Office suite of products
- Ideally at least 2 years' experience as an administrator in the financial/wealth planning sector although consideration may be given to individuals displaying the qualities required to grow into the role
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