Ifa Administrator

**The Company**: Chartered IFA firm looking to add an IFA Administrator to growing adviser support team in Chesterfield. A progressive, forward-thinking financial advisory business that provide HNW private clientele with a breadth of privatewealth and family planning advice.
- **Office Location**:Chesterfield
- **Hybrid Working**: Yes - Flexible for the right person

**Package**: £23-28k DOE + bonus and full company benefits
- 23 days holiday + stats, company pension, 4xDIS
- 37.5 hour working week (Mon-Fri) with flexible working available

**The Role**:Admin support to a very high performing private wealth focused financial advisers. Includes:

- Liaising with colleagues, clients and all professional contacts
- Processing all new business across the breadth of personal investments, pensions, protection and IHT planning casework
- On boarding new clients to the business, ensuring the new client file is fully compliant
- Ensuring that all tasks are dealt with within the required timescales
- Assisting with preparing client review packs
- Maintaining accurate records and adhering to company process and procedure as required
- Providing general office administrative support including filing, scanning, photocopying, post & franking
- Act as the first port of call for client queries

**The Person**:A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers from an administration perspective previously.
- Strong client relationships skills
- Ability to manage workloads across multiple provider platforms and funds
- Investments & pensions exposure