Senior IFA Administrator

Job Description

Senior IFA Administrator - Hybrid 1-2 days office based Based Farringdon, London (occasional trip to Weybridge office)Salary £35,000 - £40,000Are you a Senior IFA Administrator who is now looking for their next moveAre you looking to work on more complex cases for Ultra High Net Worth clientsWould you like a more hybrid working situation with 1/2 days a week in the officeAbout the PracticeOur client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the CharteredInsurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.About the roleTo provide exceptional quality technical and general administrative support to the Private Client Director of a small and busy team, delivering an outstanding holistic financial planning service to new and existing HNW clients. The role will suit a confidentand experienced Senior IFA Administrator who enjoys working autonomously in a driven and high-performing client team.The role boasts the opportunity to really harness technical administration skills and work as part of a close team, for a fantastic organisation with a wonderful atmosphere.The role also includes ample hybrid working options with the person needing to travel into their London offices (Farringdon) 1/2 times per week and the occasional trip to their Surrey based offices also.The role will include the following:

• Use appropriate systems and processes to submit new business to providers
• Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
• Prepare application forms and other documents for client signing or approval
• Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
• Produce accurate client portfolio valuations and statements using Intelligent Office
• Complete and assist with trades and portfolio rebalancing, as required
• Assist with cash management control on client accounts (bonds, SIPPs, etc)
• Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
• Ensure all client information (including meeting notes) is accurately maintained on internal
• You will be working in London 1-2 days per week (more in the initial training phase)

Experience and Qualifications The successful candidate will have:

• 5+ years experience in an IFA administration role
• Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
• Demonstrable experience of delivering client service at the highest level
• Experience of using Transact, iO or equivalent system to perform an administrative role
• Excellent IT skills with a good working knowledge of Excel
• Excellent written and verbal communication skills with a high level of attention to detail
• Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
• Relevant industry qualifications will be an advantage, but are by no means essential.