Ifa Administrator

5 months ago

Colchester, United Kingdom OCR Solutions Full time

**IFA Administrator White Colne**

**Duties**:

- Provide comprehensive administrative support to financial advisers.
- Building relationships with a variety of stakeholders.
- Maintain CRM systems, updating information regularly and adhering to all policies.
- Preparation of client meeting packs and valuations.
- Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements.
- Saving documentation to the client files in real time and in accordance with the firm’s process.
- Onboard new clients, following the firm’s onboarding and account maintenance processes.
- Accurately undertake the implementation of client advice.
- Coordinate and schedule client appointments, meetings, and reviews.
- Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties.
- Prepare and maintain reports, spreadsheets, and other documents.
- Assist with marketing and business development initiatives.
- Undertake general office administration tasks as needed.
- Follow instructions accurately and in a timely fashion.
- Analysing data and provider information.
- Writing client annual review reports.
- Traveling between offices.

**Benefits**:

- Company pension

**Experience**:

- IFA Admin: 1 year (preferred)

Work Location: In person

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