IFA Support Specialist

3 weeks ago


Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are currently seeking a skilled IFA Administrator for a prestigious Financial Planning firm. This organization excels in enhancing their clients' financial understanding, fostering clarity and confidence in their financial journeys.

Key Responsibilities:

The IFA Administrator plays a crucial role in ensuring the precise and timely processing of business operations while providing exceptional service to clients.

Client Onboarding: Deliver comprehensive administrative assistance during the onboarding process for new clients.

Data Management: Ensure the secure maintenance and updating of client information.

Client Reviews: Prepare for client evaluations, update financial models, assess investment performance, and produce relevant reports and discussion documents.

Relationship Management: Engage with clients through various communication channels including phone, email, and written correspondence.

Service Delivery: Execute service propositions within established service levels and timelines.

Coordination: Collaborate with administrative personnel to ensure the accurate preparation of application and provider forms, keeping clients informed throughout the process.

Collaboration with Partners: Work alongside other professionals such as solicitors and accountants to implement agreed-upon action plans.

Candidate Profile:

The ideal candidate will have a minimum of two years of experience as an IFA Administrator, specifically working with high net worth private clients in the UK, and will possess a strong background in financial planning and investment management services.



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