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Experienced IFA Administrator

3 months ago

Bristol, Bristol, United Kingdom Grafton Court Wealth Management Ltd Full time
Job Overview

Experienced IFA Administrator (Remote with a requirement to be within the Bristol area)

About Grafton Court Wealth Management Ltd:

Grafton Court Wealth Management Ltd is a reputable independent financial advisory firm founded in 2021.

We have experienced significant growth and are now focused on expanding our talented team.

Our mission is to set a benchmark in our sector by providing exceptional financial advice and tailored service offerings that meet the diverse needs of our clients. We strive to accomplish this through the development of innovative technological solutions that enhance client satisfaction and service delivery.

We are in search of a remote Experienced IFA Administrator to join our team and contribute to our mission while helping to develop these technological advancements.

Ideal Candidate Profile: To fulfill this role, we are looking for an individual who embodies the following qualities:

  • Innovative thinker
  • Receptive to new concepts, methodologies, and continuous learning
  • Effective problem solver
  • Constructive in providing insights and feedback
  • Collaborative team member, dedicated to facilitating the work of colleagues
  • Client-oriented, ensuring exceptional service delivery
  • Self-motivated, capable of independently seeking solutions

Core Competencies and Values:

  • Integrity: Dedicated to ethical practices and delivering high-quality work
  • Detail-oriented: Essential for success in this position
  • Strong organizational, time management, and workload management abilities
  • Excellent verbal and written communication skills
  • Proficient in IT, with experience in Microsoft 365 Outlook, SharePoint, Word, and Excel
  • A positive attitude and a proactive approach to work

Essential Experience:

  • A minimum of two years of experience as an administrator within a financial advisory setting, with a solid understanding of various financial products

Preferred Experience:

  • Familiarity with Intelligent Office
  • Knowledge of the Transact and abrdn Wrap platforms (beneficial but not mandatory)

Key Responsibilities:

  • Execute actions agreed upon with clients, including:
  • Reassessing investment portfolios
  • Overseeing cash positions
  • Facilitating contributions, withdrawals, and transfers, ensuring the successful completion of tasks across multiple clients and confirming completion to clients
  • Update the firm's client relationship management software to reflect changes
  • Send Letters of Authority to providers, follow up on required information, and compile it for analysis
  • Manage client, adviser, and provider communications via phone, email, and letter in a timely manner
  • Perform general administrative duties as part of the team
  • Collaborate with the team to develop and test new technological solutions aimed at enhancing service delivery

Working Hours:

  • Core hours: 9.00 am to 5.00 pm with a 1-hour lunch break
  • Flexible working hours can be considered
  • Attendance at monthly team meetings and induction training, which will last at least 3 months, is required

Benefits:

  • Group Personal Pension
  • Salary based on experience, ranging from £33,000 to £40,000

Post-Probation Benefits:

  • Upfront payment for exam support (first attempt)
  • 3x salary life insurance benefit
  • 3x salary critical illness benefit
  • 80% salary income protection
  • Private Medical Insurance for you and your immediate family
  • 25 days of holiday (excluding bank holidays)

If you are a committed and proactive professional seeking to join a dynamic team, we would be pleased to hear from you.