Senior Ifa Administrator

5 months ago


Cambridge, United Kingdom Brevere Group Full time

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with a great package, holiday and benefits?**

Due to continued success in providing fee based advice to HNW clients, this successful financial planning practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.

Duties for this role will include:

- Administering clients’ portfolios using provider platforms
- Processing platform / off-platform new business by liaising with providers, clients and team
- Preparing clients’ portfolio review packs
- Preparing Income Drawdown Reviews
- Dealing with platforms and product providers to obtain information about existing and potential investments
- Supporting financial planners and technical team
- Handling client queries and helping service existing clients
- Assisting with our rebalance process
- Developing and maintaining a sound working knowledge of platforms
- Maintaining Intelliflo Office system

You:

- An excellent understanding of the financial planning process.
- Good knowledge of financial services software systems.
- Excellent communication skills and telephone manner.
- Has some experience in using a platform
- Experience in using Intelliflo would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role.

**Salary**: £27,000.00-£33,000.00 per year

**Benefits**:

- Company pension

**Experience**:

- Financial services: 1 year (preferred)

Work Location: Hybrid remote in Cambridge

Reference ID: 198


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