Ifa Administrator

Ascot Wealth Management, a dynamic and forward-thinking firm, is excited to announce an opportunity for an IFA Administrator to join our established yet rapidly expanding team.
We are seeking a highly organised and detail-oriented individual with a passion for finance and a commitment to client service excellence.

**Responsibilities**:

- Performing general administrative tasks such as answering phone calls, scanning post and organising documents
- Diary administration and meeting booking
- Providing accurate and detailed client communication
- Dealing with providers with authority letter sending, chasing and data collection
- Preparing and processing client documentation
- Dealing with Ad-Hoc client requests
- Preparing Meeting and Review Packs
- Carrying out AML checks
- Providing support to the advisers

Key elements:

- Progress towards obtaining Diploma in Financial Planning is a plus
- Strong attention to detail
- Excellent organizational and time management skills
- Excellent written and verbal communication skills
- Ability to work well in a team environment
- Ability to take initiative and work independently as needed
- Proficiency in Microsoft Office, particularly Excel
- ABRDN / True Potential and Transact experience beneficial

About the Company:
Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into a wide-scoped Wealth Management practice shaped by its clients. We provide a fresh perspective on the Industry and reflect this is in the array of solutions we provide for clients. We advise clients on a number of areas including:

- Investments
- Pensions
- Protection
- Tax Strategies
- Estate Planning
- Property
- Life Planning

**Benefits**:

- Office flexible
- Reduced hours on Friday
- Gym membership
- On-site parking
- Death in Service / Critical Illness Cover (following probationary)

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£25,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

**Experience**:

- IFA Administrator: 1 year (preferred)

Work Location: In person

Application deadline: 01/04/2024