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Financial Planning Administrator
2 months ago
We are currently recruiting for a highly regarded Financial Planning practice in the UK who are looking for an experienced IFA Administrator to join their team.
This company specializes in illuminating their clients' financial worlds, building clarity and confidence in their minds, and optimizing every experience they have with them.
Key Responsibilities:
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to clients.
You will also need to understand and add value when it comes to clients' needs, looking at constant improvement and innovation.
Key Tasks:
- Onboarding: Providing full administrative support for the onboarding of new clients.
- Data management: Maintaining and updating client data in a secure environment.
- Reviews: Preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.
- Relationship Building: Liaison with clients by telephone, letter, and email.
- Proposition delivery: Delivering service proposition within agreed service levels and timescales.
- Coordination: Working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
- Partners: Working with other professional advisers, such as solicitors and accountants, to implement an agreed action plan.
Requirements:
We are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.
