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IFA Administrator

Job LocationCrawley
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processingof business operations while delivering a first-class service.Salary on offer to join their IFA Administration team is up to £35,000Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplinesThey are a financial planning and wealth management business, committed to illuminating each clients financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients lives every day.Your responsibilities will include:

  • Onboarding: Providing comprehensive administrative support for the onboarding of new clients.
  • Data management: Maintaining and updating client data in a secure environment.
  • Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.
  • Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales.
  • Relationship building: Liaising with clients through telephone, letter, and email communications.
  • Proposition delivery: Delivering service propositions within agreed service levels and timescales.
  • Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process.
To be Considered:
  • Have experience of working experience of Pensions or Investments products.
  • Demonstrate strong problem-solving skills
  • Ability to build relationships
If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply

APPLY NOW

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