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Search Consultancy
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London, Greater London
IFA Administrator
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Job Type: Full-time |
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Overview
IFA Administrator with an Independent firm providing private clients and institutions with a highly personalised financial planning and investment management service, based in London with a competitive basic salary and good benefits package. All forms of financial advice are offered, including pension funding, asset and estate protection, tax efficient financial planning as well as an investment service that offers dedicated discretionary fund management. To support clients and the financial planning team in their day to day requirements and activities - Provide quality administration and analytical support to planners and clients - Process all private client related new business and servicing queries - Contribute to information required for the reporting of management information and key performance indicators - Participate in meetings, conferences and seminars applicable to role and following appropriate authorisation - Build relationships with external product providers and suppliers and act as a main point of contact for clients - Check all new business paperwork prior to submission to ensure it is compliant - Manage planner diaries and book client new business and review meetings in line with company procedure - Data collection of client portfolios for new business and review meetings - Prepare all documentation and meeting packs for planners in timely fashion - Ensure all meeting follow-up work is completed within company timescales - Manage and action incoming and outgoing client queries both via post and digital methods - Managing cash balances and cash movements You will have - Excellent attention to detail and organisational skills - Confident and competent communication skills - verbal and written - Excellent record keeping - Ability to multi-task - Demonstration of initiative - Good working knowledge of in-house systems and processes - Ability to communicate to peers and line manager Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.