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Senior IFA Administrator

2 months ago

Teddington, United Kingdom Blakemore Recruitment Full time

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.