Senior IFA Administrator

4 days ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

We are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm in the Wokingham area. This is a full-time, office-based position that requires strong communication and organizational skills.

Key Responsibilities
  1. Client Communication: Effectively deal with client queries and respond to their needs in a timely and professional manner.
  2. Record Keeping: Maintain accurate and up-to-date records of client communications, including written, oral, and electronic interactions.
  3. Compliance: Ensure all client-related communications and documentation are in line with company policy and regulatory requirements.
  4. Financial Planning: Assist Financial Advisors in identifying client objectives, gathering information, and compiling financial reports.
  5. Research and Analysis: Conduct research and analysis to identify areas for planning and sourcing solutions that meet client needs and objectives.
  6. Documentation: Prepare suitability letters, reports, and associated documentation for approval by Financial Advisors.
  7. Administrative Support: Provide administrative support, including new business processing, income matching, and management information.
Requirements
  1. Education and Qualifications: Technical knowledge may be validated through internal assessment, and passing probation requires compliance money laundering and basic knowledge tests.
  2. Key Skills: Understanding of the Financial Planning process, ability to work within defined business processes, and excellent interpersonal skills.
  3. Knowledge and Experience: Experience in maintaining good working relationships in a financial services environment, ability to assess information, and make comparisons.

Working with Artemis Recruitment Consultants Ltd

This role requires a high level of professionalism, attention to detail, and excellent communication skills. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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