Senior IFA Administrator

We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team.

Key responsibilities:

• Provide comprehensive administrative support to financial planners and advisers
• Build relationships with a variety of stakeholders
• Maintain CRM systems, updating information regularly and adhering to all policies
• Preparation of ad-hoc client meeting packs and valuations
• Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
• Saving documentation to the client files in real time and in accordance with the firm’s process
• Onboard new clients, following the firm’s onboarding and account maintenance processes
• Prepare and process client applications, transactions, and paperwork accurately
• Accurately undertake the implementation of all client advice and instructions
• Coordinate and schedule client appointments, meetings, and annual reviews
• Prepare client annual review packs in accordance with the firm’s processes and procedures
• Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
• Place trades via the firm’s chosen platforms accurately and in a timely manner
• Analyse and provide data to advisers and clients
• Produce suitability letters in accordance with advisers’ instructions
• Prepare and maintain reports, spreadsheets, and other documents
• Assist and contribute to the firm’s marketing and business development initiatives
• Undertake general office administration tasks as needed
• Follow instructions accurately and in a timely fashion
• Ensure that personal CPD and training is undertaken, recorded and kept up to date

Qualifications and Skills:

• Previous experience in a similar role within the financial services industry, preferably in financial planning or wealth management
• Strong administrative and organisational skills with meticulous attention to detail
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite, particularly Word, Excel, and Outlook
• Ability to multitask and work efficiently in a fast-paced environment
• Knowledge of financial planning software and CRM systems is a plus
• Professionalism, integrity, and a strong work ethic
• IT literature: Microsoft Office 365, Word, Excel, PowerPoint, Outlook, CRM systems
• Work effectively as a member of a team
• A positive and engaged attitude with a willingness to learn and develop skills
• Proven record of delivering all work accurately, on time, and to agreed timescales
• Participate in projects, identify areas for continuous improvement and offer solutions

This is an excellent opportunity to further your career in a progressive employer.