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| Job Location | Bracknell |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
I am supporting an amazing Financial Services Pension and Investment Advisory client in Bracknell, Berkshire, looking to recruit a skilled Client Services IFA Administrator to join their team and remain within this role with a minimum of 2 YEARS IFA ADMINSKILLS. The great thing about this role and company is they are hugely professional and supporting on colleagues who join and again, it requiresa skilled Financial Services IFA Administrator.You can only apply for this role with the IFA Administration or SJP Admin skills, so please do share your CV and details.The role is office based initially 100% and after around 6 months they may allow up to 2 remote days only. The Job purpose is to provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction throughdirect contact with clients, and other operational colleagues, while adhering to regulatory standards.Key Responsibilities• To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.• To build relationships with clients and maintain regular contact.• Maintain back-office systems and client records in line with the company policies.• Request policy information from third party policy providers if applicable.• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static datachanges, where applicable.• Preparation of meeting packs and valuations (as required)• Assist investment managers in the preparation of new business pitches and presentations (IM admin only).• Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).• Process all business in accordance with required processes & proactive pipeline management, to include establishing newaccounts on internal systems and collating AML documentation as required.• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.• To encourage client, use of portal and other digital tools, provide guidance where required.• To collaborate and share best practices with colleagues.Key Skills and Experience• Proven experience working in the financial services industry–ideally 2 to 5 years’ experience.• A strong ethic of client service.• Ability to work under pressure and to prioritise work.• Excellent communication skills both written and verbal, influencing and organisational skills.• Ability to use judgement and reasoning to propose solutions to problems.Professional Qualifications and Education• Excellent standard of education, ideally degree qualified but not essential.• Interested in further development through additional qualificationsIf you want to apply - YOU MUST HAVE THE SKILLS IN FINANICAL PLANNING ADMINISTRATION AS OUTLINED IN ORDER TO APPLY. THE SALARY AND BENEFITS ARE EXCELLENT.