Financial Services Administrator
3 weeks ago
We are currently seeking a skilled Financial Services Administrator for a reputable financial planning firm. This organization is dedicated to enhancing their clients' financial understanding and ensuring a seamless experience.
Key Responsibilities:
The Financial Services Administrator will play a crucial role in the precise and timely handling of business operations while providing exceptional service to clients.
Client Onboarding: Deliver comprehensive administrative assistance during the client onboarding process.
Data Management: Ensure the secure maintenance and updating of client information.
Client Reviews: Prepare for client evaluations, refresh cash flow models, assess investment performance, and create necessary reports and discussion documents.
Client Engagement: Communicate effectively with clients through various channels including phone, email, and written correspondence.
Service Delivery: Ensure that service propositions are executed within established timelines and standards.
Coordination: Collaborate with administrative personnel to prepare necessary application and provider documentation, keeping clients informed throughout the process.
Collaboration with Partners: Work alongside other professionals, such as solicitors and accountants, to execute agreed-upon action plans.
Candidate Profile:
The ideal candidate will have a minimum of two years' experience as an IFA Administrator, specifically working with high net worth clients in the UK, and will be adept at delivering financial planning and investment management services.
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