IFA Support Administrator

Posted 22 February by Accountancy Divisions Limited

REF: KG/1618

Full time IFA Support Administrator

Location: Windsor

£18,000-£24,000 per annum

Are you an ambitious go-getter trying to get your foot in the door of a large financial planning and wealth management business?

Financial Divisions are working with a Wealth Management firm based in Windsor looking for someone to join their growing team. If you have previous experience in a financial planning administration role or come from a financial services role then this might be the ideal job for you.

Key Responsibilities:

  • Processing of new business and documentation in accordance with the agreed service and quality standards.
  • Ownership of full life cycle of transacted business
  • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
  • Point of contact for the clients, to liaise on behalf of appointed adviser/s.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • General administration, ensuring the client service is of a high standard.
  • Producing ad-hoc client valuations.
  • Dealing with adviser charge, fee and commission enquiries.
  • Strong broad knowledge on the products and providers available on the open market.
  • Provide support to the business support supervisors.

The ideal candidate will have a certificate in financial planning, educated to degree level or equivalent.

If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions

Reference: 34535561

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