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Blakemore Recruitment
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Henley-on-Thames, Oxfordshire
IFA Administrator
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
A leading Financial planning practice are currently seeking an IFA Administrator to join their busy team. You will be working alongside an exceptional team providing excellent administrative support to their advisers. Duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals and dealing with external companies. 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 The ideal candidate will be working as an IFA Administrator at present. Full support for professional development, study costs and half a day a week paid study leave. Excellent salary and career path on offer and fantastic company culture and atmosphere.