Senior Ifa Administrator

3 months ago

London, United Kingdom Ortus PSR Full time

Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington.

You will be reporting directly to the Partner supporting 3 Advisers and working with another Administrator. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planning service.

Salary for a Senior IFA Administrator: £35,000 - £42,000, holiday 25 days + Bank holiday.

Key Responsibilities:

- Provide comprehensive administrative support to financial planners and advisers
- Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
- 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

To be considered:

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