Senior IFA Administrator
7 days ago
My client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors.
Duties
Quickly and effectively deal with queries from clients through clear and thorough communication.
Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
Obtain policy information, quotes, illustrations, and product details.
New client on-boarding from initial contact until funds are invested.
Process and submit new business to providers and ensure applications are completed efficiently.
Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
Be proficient sending critical client data by DocuSign and other electronic methods.
Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
Commit to continuous personal development.
Assist and work collaboratively with other members of the Administration and Paraplanning team.
A Senior IFA Administrator is also expected to assist with the training and development of the junior members of the team, as well as new administration staff.
On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms.
Experience & Qualifications
A minimum of 2 years experience within the financial services industry.
Experience using iO is desired, but not essential.
Strong technical knowledge of investments, pensions, and family wealth planning.
Excellent written and verbal communication skills are essential.
A very high attention to detail and accuracy is also essential.
Demonstratable experience delivering the highest level of service to clients.
Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.
Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.
Industry qualifications are desired, but not essential.
Working under pressure individually and as part of busy teams, to meet sometimes strict deadlines and urgent client needs
-
Senior IFA Administrator
1 week ago
Wokingham, United Kingdom CV-Library Full timeMy client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear...
-
IFA Administrator
1 week ago
Wokingham, United Kingdom CV-Library Full timeMy client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...
-
IFA Administrator
7 days ago
Wokingham, United Kingdom Mulberry Recruitment Full timeMy client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...
-
Wokingham Office Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAs an experienced Administration Team Leader, you will have the opportunity to work with a well-established IFA firm based near Wokingham, providing technical support and training to new/junior staff and processing applications.This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a team...
-
Administration Leadership Role
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a seasoned administrator looking for a new challenge? Artemis Recruitment Consultants Ltd has an exciting opportunity for an Administration Team Leader to join their team at a well-established IFA firm based near Wokingham.In this role, you will be responsible for providing technical support and training to new/junior staff, processing applications,...
-
Financial Services Team Manager
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.The ideal candidate will...
-
Senior Financial Planning Associate
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob PurposeThe role of the Financial Paraplanner is to provide essential support to Financial Advisers in the preparation of recommendations and suitability reports in line with company policy. The successful candidate will be responsible for delivering high-quality paraplanning services, ensuring timely completion of tasks, and maintaining accurate...
-
Senior Administrator
6 months ago
Wokingham, United Kingdom Globewell Partners Full timeOverview: Alamo Blinds & Shutters is a leading provider of high-quality blinds and shutters, dedicated to enhancing our customers' living spaces with stylish and functional window treatments. We pride ourselves on excellent customer service and innovative design solutions. Join our team and be a part of a dynamic and supportive work environment **Job...
-
Senior Linux Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Project Recruit Full timeJob OverviewWe are seeking an experienced Senior Linux Administrator to join our team at Project Recruit. As a key member of our IT infrastructure team, you will be responsible for managing and maintaining our Linux environment.
-
Senior Windows Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Hamilton Barnes Associates Limited Full timeAbout the Role:Hamilton Barnes Associates Limited is seeking a skilled Senior Windows Administrator to join their team in Wokingham.This role offers the opportunity to work with cutting-edge technology in a supportive environment.Responsibilities:Deploy, configure, and maintain Citrix environments (Virtual Apps and Desktops)Manage virtual...
-
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewBerkshire Healthcare NHS Foundation Trust is seeking a highly motivated and organized Senior Office Administrator to join our team in providing specialist mental health and community health services. This is an excellent opportunity for a driven individual to support the management of administrative tasks, ensuring seamless delivery of care to...
-
Administrator
6 months ago
Wokingham, United Kingdom Bucks and Berks Recruitment Full time**JOB SUMMARY**: - Full Time, Temporary- Hybrid- Wokingham, Berkshire- Salary: Up to £13.00 per hour- REF: J1043287CFAre you an experienced Administrator looking for a role within in a friendly business in Wokingham? Our client who are within the Construction industry are looking for a temporary administrator to join them. This is a full time role, based...
-
Administrator
6 months ago
Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timePrevious applicants need not apply We are looking for a new team member to provid e administrative support to the Child and Adolescent Mental Health Service (CAMHS) Senior Leadership Team and CAMHS Early Intervention in Psychosis (EIP) team in Berkshire Healthcare NHS Foundation Trust. This is a split post, providing admin support to both clinical and...
-
Business Administrator
6 months ago
Wokingham, United Kingdom Ways Into Work CIC Full time**Looking for a varied Administration role with flexible hours?** Full time preferred but part time considered - £23,152.50 pa (pro-rata for part-time) This is an **exciting** opportunity for a person to join our **passionate** team as the Business Administrator to help us support individuals with disabilities or disadvantages into employment. You will...
-
Estate Management Administrator
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full timeRomans are looking for a new Estate Management Administrator to join us on a permanent basis. This is a chance to join an award winning, national property company who are going through exciting periods of growth and who offer tailored award winning training and development programmes at all levels. By joining us you will get a lot more than just a career,...
-
Business Administration Apprentice
6 months ago
Wokingham, United Kingdom Gabriel's Angels Ltd Full timeGabriel’s Angels Ltd was established in 2012 and is a friendly, family run business offering a range of specialist care services. Based in Wokingham the company was formed by Jacqueline Payne, a former Pediatric and General Nurse with over 10 years’ experience in the NHS and Residential care sector and Jason Payne who has over 20 years senior management...
-
Business Administrator Major Projects
6 months ago
Wokingham, United Kingdom Jacobs Full time**Your Impact**: At Jacobs, we'll inspire and empower you to deliver your best work so you can evolve, grow and succeed - today and into tomorrow. With more than 55,000 people in 40+ countries, working at Jacobs offers an exciting range of opportunities to develop your career within a supportive and diverse team who always strive to do the right thing for...
-
Financial Paraplanner Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...
-
New Homes Administrator
6 months ago
Wokingham, United Kingdom Bucks and Berks Recruitment Full time**JOB SUMMARY**: - Full Time- Office based- Wokingham, Berkshire- Salary: £28000 - £30000 per annum- REF: 11241244A highly reputable, family run business established for over 50 years, based near Wokingham is looking for a New Homes Administrator to join the friendly team. The company pride themselves on fantastic employee retention rates and offer an...
-
Senior ServiceNow IRM Developer
6 days ago
Wokingham, United Kingdom Avance Consulting Full timeJob description for the role of Senior ServiceNow IRM Developer:Job Purpose and primary objectives:The ServiceNow IRM/GRC Developer with an experience of 8- 10 years in the IT industry and has been responsible to develop, design and own technical solutions on the ServiceNow platform for the IRM/GRC modules.The Service Now Developer will provide...