IFA Administrator
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for.
Salary on offer to join their IFA Administration team is up to £35,000
Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines
They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day.
Your responsibilities will include:
- Onboarding: Providing comprehensive administrative support for the onboarding of new clients.
- Data management: Maintaining and updating client data in a secure environment.
- Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.
- Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales.
- Relationship building: Liaising with clients through telephone, letter, and email communications.
- Proposition delivery: Delivering service propositions within agreed service levels and timescales.
- Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process.
To be Considered:
- Have experience of working experience of Pensions or Investments products.
- Demonstrate strong problem-solving skills
- Ability to build relationships
If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Reference: 52456817
Please note Reed.co.uk 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.
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