Senior IFA Administrator

Job Location	Teddington
Education	Not Mentioned
Salary	£35,000 - £45,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time or part-time

Job Description

Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in SouthwestLondon in Teddington.You will be reporting directly to the Partner supporting 3 Advisers and working with another Administrator. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planningservice. The Partners are looking for someone who is happy building relationships with their clients and is interested in developing their career long-term with them as they are happy to support you with your exams.Salary for a Senior IFA Administrator: £35,000 - £45,000, holiday 25 days + Bank holiday.This firm has 8 staff in total and are flexible with work patterns and offers hybrid work from home once probation is completed.Key Responsibilities:

Provide comprehensive administrative support to financial planners and advisers
Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
Prepare and process client applications, transactions, and paperwork accurately
Accurately undertake the implementation of all client advice and instructions
Coordinate and schedule client appointments, meetings, and annual reviews
Prepare client annual review packs in accordance with the firm’s processes and procedures
Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
Place trades via the firm’s chosen platforms accurately and in a timely manner
Analyse and provide data to advisers and clients
Produce suitability letters in accordance with advisers’ instructions
Prepare and maintain reports, spreadsheets, and other documents

To be considered:

To be considered we require someone to have experience within an IFA / Wealth Management firm.
Experienced with LOAs

You will be part of a supportive and collaborative team that values your contributions and fosters a positive work environment, apply now!

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