We are delighted to represent a highly successful Independent Financial Planning firm located in Woking. Our respected client is currently seeking an IFA Administrator to join their friendly team.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical administration support to Senior Paraplanners and Financial Advisers on a daily basis.
Your responsibilities will include:
- Build & maintain strong relationships with the Financial Planners and their clients
- Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
- Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
- Assist with structured scheduling of reviews and for the preparation for meetings
- Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
- Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
- Maintain a basic level of industry knowledge through private reading/attending workshops etc.
Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.
The client is offering a competitive basic salary to £35,000 + bonus, generous holiday allowance, pension, death in service, free parking and much more.