High Net Worth Private Client Administration Specialist

1 month ago


Chatham, Kent, United Kingdom Blakemore Recruitment Full time

We are recruiting for a renowned Financial Planning practice in Chatham seeking an experienced IFA Administrator to join their team.

This company illuminates their clients' financial world, building clarity and confidence while optimising every experience they have with them.

Key Responsibilities

The IFA Administrator is responsible for the efficient and accurate processing of business, delivering exceptional service to clients.

You will also need to understand and add value when it comes to clients' needs, focusing on constant improvement and innovation.

Administrative Support - providing comprehensive assistance for the onboarding of new clients.

Data Management - maintaining and updating client data in a secure environment.

Review Preparation - preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.

Liaison and Relationship Building - liaising with clients by telephone, letter, email.

Service Proposition Delivery - delivering the service proposition within agreed service levels and timescales.

Coordination and Partnerships - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process, partnering with other professional advisers, solicitors, and accountants to implement an agreed action plan.

Requirements and Qualifications

We are looking for an individual with a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.



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