IFA Operations Coordinator

1 day ago


Wokingham, Wokingham, United Kingdom Mulberry Recruitment Full time
IFA Operations Coordinator Job Description:

Mulberry Recruitment is seeking an experienced Senior IFA Administrator to join our team as an IFA Operations Coordinator. In this role, you will be responsible for coordinating the day-to-day operations of our financial advisory services and ensuring that all client communication is accurately recorded and maintained.

Responsibilities:
• Coordinate the onboarding process for new clients from initial contact to investment funds being invested
• Manage client relationships and ensure all client communication is accurately recorded and maintained
• Collect and record policy information and critical data in accordance with KYC principles
• Obtain policy information, quotes, and product details for new clients
• Process and submit new business to providers efficiently
• Place investment trades, fund switches, and conduct peer reviews as needed

Requirements:
• 2+ years of experience in a similar role
• Excellent communication and organisational skills
• Proficient in using iO and other software applications
• Ability to work under pressure and meet deadlines

What We Offer:
• Competitive salary of £38,000 - £48,000 per annum, depending on experience
• Opportunities for career development and professional growth
• Collaborative and dynamic work environment

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