Ifa Administrator
3 weeks ago
The opportunity for a Financial Planning Administrator to join an award-winning chartered financial planning firm which provides a fully holistic offering to it's clients.
Your role will be to assist the firm's Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.
**Key Responsibilities of the role**
- Arrange client meetings and prepare client meeting packs to support allocated adviser(s)
- Processing and monitoring of all new business (both for new and existing clients).
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production.
- Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate.
**What's on offer?**
- Discretionary bonus scheme
- 24 days holiday + bank holidays - increases with length of service
- company share scheme
- private healthcare
- full support for completing financial qualifications
**What’s needed to be considered?**
- Previous experience using platforms and back office systems is advantageous
- Professional communication manner, both written and verbally
- Methodological approach and attention to detail
- Any Financial Services qualifications are desired
**What’s next?**
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
**Synonyms**:Client Services Administrator, Sales Support, Client Support Administrator, Business Support, IFA Admin, Client Delivery, Client Care,
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