Ifa Administrator

1 month ago


London, United Kingdom The Coast Partnership Full time

A great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis).

It's an exciting practice, set up by a successful team including a Chartered Wealth Manager.

**Essential**
- Previous experience in an adviser support role within an IFA firm
- Previous experience of processing business on wrap platforms
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- Ability to critically evaluate information, probe and challenge the facts
- A flexible and adaptable attitude towards work
- Ability to work accurately and in accordance with procedures
- Excellent time management, ability to meet deadlines

**Responsibilities**
- To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

- Arranging client meetings for the adviser
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- * Undertaking client anti-money laundering checks in line with compliance procedures
- Inputting new business proposals to the back office system in line with Company procedures
- Undertaking fund switches and rebalances upon the instruction of the client
- Maintaining accurate information on the back office system
- Maintaining client files in line with Compliance procedures
- Keeping track of fees and chasing where appropriate

Interviews are available immediately

**Job Type**: Permanent

**Salary**: £28,000.00-£30,000.00 per year

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- LONDON: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: JLBHL1


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