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IFA Administrator

Posted 31 January by Search Consultancy Ended

Financial Services Administrator based in Buckinghamshire.

Competitive basic salary with good benefits

Summary of Position
To support the wealth managers both in terms of new business and offering a high level of ongoing service
Main Duties
Support wealth manager to meet business targets
Act as day-to-day point of contact for client service to resolve administrative issues
Manage wealth manager's diaries by booking meetings
Help wealth manager prepare for meetings
Assist Paraplanner(s) to conduct product and investment research
Assist Paraplanner(s) to write suitability letters to confirm advice
Help ensure files are compliant and complete
Process new business and track to completion
Write letters to clients and providers as appropriate
Provide a high level of service to clients, including regular valuations
Perform general office administration tasks, such as handling post and emails
Maintain and update backoffice systems, including Wrap platform
Help organise events and seminars
Perform other ad-hoc tasks in the office as required

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 34365116

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