Senior IFA Administrator

1 week ago

Stone ST QW, United Kingdom Stonegate Wealth Management Ltd Full time

Are you a highly organised, detail-driven professional who takes pride in delivering an exceptional client experience? At Stonegate Wealth Management, we're a dynamic, friendly, and forward-thinking financial planning firm that's passionate about using technology to deliver the very best service to our clients. We're growing fast and looking for the A players - motivated, proactive individuals who bring energy, initiative, and excellence to everything they do. If you thrive in a collaborative environment, love variety in your day, and want to be part of an exciting team that values your ideas and contributions, we'd love to hear from you

Key Responsibilities & Accountabilities

Client Administration

  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
  • Prepare client documentation and correspondence pre and post meetings as per businessprocesses
  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm's standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Record and reconcile fees
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients (progresschasing)
  • Send Letters of Authority and gather accurate information
  • Obtain illustrations and application formso Production of portfolio valuationso Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and deal with Reviews
  • Prepare client review documentation as per the Annual Review Processo Support FPs in delivery of reviews, if needed
  • Answer, screen and forward incoming calls
  • Ensure back-office systems are kept up-to-date
  • Open, scan, log and allocate incoming post
  • General correspondence
  • Other duties as directed by management

Personal Specification

JOB TITLE: Senior Client Services Administrator

CRITERIA - Essential (E) OR Desirable(D)

KNOWLEDGE

Microsoft Word, Excel and electronic diary management E

  • Back office systems D
  • Advanced Excel D
  • Knowledge of Financial Services Products E

SKILLS

  • Highly organised, methodical and disciplined E
  • Able to prioritise and plan workload E
  • Able to work within defined business processes E
  • Able to communicate effectively in verbal and written form E
  • Shows initiative and takes personal responsibility for completing tasks E
  • Excellent attention to detail E
  • Adopts a positive attitude, willing to assist others when busy E
  • Able to work under pressure on occasions to achieve deadlines E
  • Able to achieve agreed outcomes without supervision E

EXPERIENCE

  • At least 1-year experience working as an Administrator E
  • At least 2 years working within a financial planning environment E

Salary negotiable depending on experience.

QUALIFICATIONS

  • Certificate in Financial Planning or equivalent D
  • RO1 D
  • LP2 D

Job Types: Full-time, Permanent

Pay: £26,000.00-£30,000.00 per year

Benefits:

  • Company pension

Work Location: In person

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