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Senior IFA Administrator

Job Title: Senior IFA Administrator
Contract Type: Permanent
Location: Weybridge
Industry:
Reference: 1252632
Contact Email: contact@dynamiterecruitment.com
Job Published: May 12, 2022 12:46

Job Description

 My client is an independent, award winning, Boutique Wealth management company, who are committed to providing service and support of the highest quality. Steeped in Financial Services knowledge and experience. My client has built a strong and trusted client bank and reputation over the years of business growth. This role is hybrid working mix on a flexible basis.
  
We are looking for a Senior Private Client Administrator to join the team; To provide exceptional quality technical and general administrative support to two Advisors. Assisting the Advisors in delivering an outstanding holistic financial planning service.
  
  
Accountabilities
  • Organise and diarise meetings on behalf of the Private Client Advisors
  • Provide agendas and information requests prior to client meetings, if required
  • Assist with the production of management information, as required by central teams
  • Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Ensure electronic client files are organised and updated, and easily accessible
  
  
The successful candidate will have:
  • 5+ years’ experience in an IFA administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using Transact, iO or equivalent system to perform an administrative role
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  
  
In return you will receive a fantastic benefits package, the choice of home based or hybrid working, A Competitive salary in the region of £35,000 - £40,000 (salary is open to the right person/experience)