IFA Administrator – Join a Growing Wealth Management Firm that offers a different model
Are you a detail-oriented administrator with a passion for financial planning? This is your chance to join a reputable Wealth Management firm that specialises in delivering tailored advice to high-net-worth clients. We’re on the lookout for a proactive IFA Administrator to support our advisers and paraplanners, contributing to our client-first philosophy and helping deliver an exceptional client experience.
What Makes Us Different?
- Dynamic, Positive Team: Be part of a collaborative environment where your contribution is valued, and continuous learning is encouraged.
- Room to Grow: We support your career progression with full coverage of qualification and training costs.
- Flexible Working: Enjoy hybrid working with flexible hours—our office is open Tuesday through Thursday to support a healthy work-life balance.
Key Responsibilities:
- Client Data Management: Process authority letters, gather investment, pension, and insurance data for both new clients and annual reviews.
- Documentation & Compliance: Prepare application forms, client documentation, and ensure all paperwork aligns with FCA compliance standards.
- Financial Transactions: Process transactions such as fund switches, sales, withdrawals, and other investment-related activities using various platforms.
- Client Reviews: Prepare review documentation, gather valuations, charges, and performance data, and ensure the client’s financial goals are up to date.
- Administrative Support: Handle client communication, post, and emails related to their financial status, providing top-notch administrative support to both clients and financial planners.
- Team Collaboration: Work closely with financial planners and paraplanners, providing essential support to ensure smooth operation of client services.
- Technology Proficiency: Use a range of CRM, project management systems, and investment platforms to ensure seamless service delivery.
About You:
- Experienced in Financial Planning Administration: Experience in a financial planning company, with a solid understanding of financial products and transactions.
- Organised and Detail-Oriented: Strong ability to prioritise workload and manage multiple tasks, ensuring deadlines are met with precision.
- Tech-Savvy: Comfortable using financial planning software, CRM systems, and investment platforms.
- Great Communicator: Able to communicate clearly and professionally with both clients and colleagues.
- Qualifications: Financial administration qualifications are advantageous, but not essential.
What We Offer:
- Attractive Salary: Competitive salary depending on experience, with a comprehensive benefits package.
- Benefits Package: Pension contributions, life insurance, online GP, mobile phone, generous holidays (with option to buy more), and discounted shopping.
- Professional Development: All training and qualification costs covered by us.
- Hybrid Working: Work in our office Tuesday to Thursday, with flexibility to work from home on Mondays and Fridays.
Ready to Grow Your Career?
If you're an organised, proactive IFA Administrator looking to take the next step in your career, apply today! We’re excited to welcome a new team member who is ready to make an impact in a supportive, client-focused environment.