My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014.
We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the business. Specifically you will be responsible for:
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
We are ideally seeking an IFA Administrator with at least 2 years experience working within Financial Planning, you will have good experience of working with Letters of Authority, and be experienced in gathering information with regards to clients Investments, Pensions and Life Assurance policies with a good understanding of Financial Transactions relating to Investments, Insurance policies, sales, Fund Switches and withdrawals. You will also be comfortable using technology and systems, including CRM and Project Management systems along with experience of using various investment platforms. Any additional qualifications within the sector would be to your advantage.
This is a full-time role with hybrid working options, coupled with an attractive salary and benefits package.