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IFA Administrator Role: Support Specialist
2 months ago
Job Title: IFA Administrator Role: Support Specialist
Job Summary:
We are seeking an experienced IFA Administrator to provide support to our advisers and deliver a professional, compliant, effective telephone and administration-based service to our clients.
Key Responsibilities:
- Liaise directly with clients and relevant third parties to ensure a positive and efficient advice journey experience.
- Work with product providers to obtain accurate policy information for valuation and annual review production.
- Maintain internal systems to ensure accuracy and integrity of client data and compliance with company policy and procedures.
- Submit and maintain client file documents in accordance with compliance requirements.
- Research providers and funds using in-house models and proposition guidance.
- Support and process new business and Life Cover quotations as required.
- Manage the underwriting process and execute trades as instructed by partners.
Requirements:
- Minimum 1 year of relevant IFA administration experience in an independent environment.
- Confident communication with high-net-worth private clients and financial institutions.
- Ability to build relationships and deliver exceptional service.
- Excellent verbal and written communication skills, with the ability to work under pressure.
About Us:
Partners Wealth Management is an award-winning financial planning and wealth management partnership dedicated to providing pure independent financial advice to high-net-worth individuals.
We offer a rewarding and fun working environment where we encourage professional development and support the taking of exams and knowledge sharing through our Development Programme.
