IFA Administrator

2 weeks ago

Preston, United Kingdom Ortus PSR Full time

About the Company:

Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.

Job Description:

We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator. This role is integral to the delivery of exceptional advice services by the Advisers to their valued clients. The office environment is busy and dynamic, requiring someone who can thrive under pressure and adapt to changing requirements. The successful candidate will need strong communication skills, meticulous attention to detail, and the ability to work efficiently within agreed timescales.

Key Responsibilities:

  • Collaborate closely with Advisers on all aspects of their client work.
  • Process client business and interact with various pension and investment product providers.
  • Prepare for client meetings for the Advisers.
  • Work with product providers on changes to clients' policies.
  • Manage diaries and schedules.
  • Welcome and assist clients and visitors to the office.
  • Answer telephone calls and direct them accordingly.
  • Open, scan, and distribute mail.
  • Maintain and update client records, back-office systems, and shared folders.
  • Prepare first meeting packs.
  • Prepare mandates for signing, send signed copies to providers, monitor receipt of information, and prepare checklists if required.
  • Conduct verification checks (AML & Financial Sanctions) and complete enhanced due diligence if needed.
  • Send Attitude to Risk Questionnaire links to clients ahead of annual review meetings.
  • Prepare annual review meeting documents for the Adviser.
  • Assist the Adviser with post-client review meeting reports.
  • Work with paraplanners to assist in drafting Suitability Reports for clients.
  • Provide new business support as needed.
  • Generate fee invoices using the company’s systems.

Requirements :

  • Previous experience in an administrative role within financial services.
  • Strong knowledge of MS Office (Word, Excel, PowerPoint, and SharePoint). Knowledge of IO is desirable.
  • Excellent organisational skills and attention to detail.
  • Good numeracy skills.
  • Proven ability to meet tight deadlines with minimal supervision.
  • Excellent interpersonal and communication skills, with the ability to liaise with all levels of personnel.

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