Senior IFA Administrator (Home-Based)
About Us: Grafton Court Wealth Management Limited is an independent financial advice firm established in 2021. We've grown rapidly and are now looking to expand our team and company.
Our vision is to be a leading example in our industry for delivering high-quality financial advice and service propositions that cater to all client types and needs. We aim to achieve this by developing innovative technological solutions that enhance client service and satisfaction.
We are seeking a home-based Senior IFA Administrator to join our team and help us achieve our vision and develop these technological solutions.
Ideal Candidate: In order to achieve this, we are looking for someone who is:
- Forward-thinking
- Open to new ideas, ways of working, and learning
- A problem solver
- Constructive in providing feedback
- A team player, focused on making each other's jobs easier
- Client-focused, ensuring great service delivery
- Proactive, willing to find answers independently
Core Skills and Values:
- Integrity: Committed to doing the right thing and delivering the best job possible
- Attention to detail: Critical for this role
- Strong organisational, time management, and caseload management skills
- Excellent written and verbal communication skills
- Strong IT skills, familiar with Microsoft 365 Outlook, SharePoint, Word, and Excel
- A 'can-do' attitude and positive approach to work
Required Experience:
- At least two years previous experience as an administrator for a financial advice firm with a good understanding of various financial products
Desirable Experience:
- Previous use of Intelligent Office
- Understanding of the Transact and abrdn Wrap platforms (useful but not essential)
Responsibilities:
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Implement actions agreed with clients, including:
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Re-aligning investment portfolios
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Managing cash positions
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Implementing contributions, withdrawals, and transfers
Ensure successful completion of actions across numerous clients and confirm completion to clients
- Update the company's client relationship management software to reflect changes
- Send Letters of Authority to providers, chase down required information, and collate it for analysis
- Handle client, adviser, and provider correspondence via telephone, email, and letter promptly
- Perform general administrative tasks as part of the team
- Work with the team to develop and test new technological solutions to improve service delivery
Working Hours:
- Core hours: 9.00am to 5.00pm with 1 hour for lunch
- Flexible hours considered
- You will be required to attend monthly team meetings and induction training which will be held in Thornbury, Bristol
Benefits:
- Group Personal Pension
- Salary dependent on experience
Post-Probation Benefits:
- Upfront payment for exam support (first attempt)
- 3x salary life insurance benefit
- 3x salary critical illness benefit
- 80% salary income protection
- Private Medical Insurance for you and your immediate family
- 25 days holiday (excluding bank holidays)
If you are a dedicated and proactive professional looking to join a dynamic team, we would love to hear from you.