Financial Planning Specialist

18 hours ago


Chatham, Kent, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.

This company illuminates their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.

Responsibilities

The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to their clients.

You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.

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, 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 solicitors and accountants to implement an agreed action plan.

What they are looking for

They 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.

In this role, you will be expected to maintain high levels of accuracy and attention to detail while managing multiple tasks simultaneously.

The estimated salary for this position is £30,000 - £40,000 per annum, depending on experience.

The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.



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