Financial Planning Administrator

2 days ago

Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
IFA Administrator Job Description

We are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Gerrards Cross.

Key Responsibilities:
  • Efficiently process business and deliver a first-class service to clients.
  • Understand and add value to clients' needs, focusing on constant improvement and innovation.
  • Provide full administrative support for the onboarding of new clients.
  • Maintain and update client data in a secure environment.
  • Prepare client reviews, update cash flow models, and produce supporting reports.
  • Liaise with clients by telephone, letter, or email.
  • Deliver service proposition within agreed service levels and timescales.
  • Work with administrative staff to ensure application and provider forms are prepared as required.
  • Collaborate with other professional advisers, solicitors, and accountants to implement an agreed action plan.
Requirements:
  • Minimum 2 years of experience as an IFA Administrator.
  • Proven track record of working with high net worth UK resident private clients and delivering financial planning and investment management services.

We are looking for a skilled and experienced IFA Administrator to join our team. If you have a passion for financial services and a strong administrative background, we encourage you to apply for this exciting opportunity.

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