The following job is no longer available:
IFA Administrator - Saffron Walden

IFA Administrator - Saffron Walden

Posted 22 May by Blakemore Recruitment
Easy Apply Ended

We are currently recruiting for a highly regarded Financial Planning practice in Saffron Walden who are looking for an experienced IFA Administrator to join their team.

This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.


The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.

You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.

Onboarding - providing full administrative support for the onboarding of new clients.

Data management - maintaining and updating client data in a secure environment.

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.

Relationship Building - liaison with clients by telephone, letter, email.

Proposition delivery - Delivering service proposition within agreed service levels and timescales

Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process

Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.

What they are looking for

They are looking for someone who has been an IFA Administrator and has a minimum of 1 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services

Required skills

  • Financial Planning
  • Financial Services
  • Investment Management
  • Wealth Management

Reference: 52708556

Please note does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job