This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.
IFA Administrator – Benefits
- 25 days holiday plus bank holidays
- 35 hour working week
- Car parking onsite
- Pension scheme
IFA Administrator – About The Role
In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:
- Working closely with Financial Planners & Paraplanners to deliver excellent client service.
- A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively.
- Maintaining back-office systems and client records.
- Processing all business in line with processes and procedures, collating AML documentation as required.
- Prepare documentation, valuations, and reports for client meetings.
- Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
- Liaise with product providers and third parties to obtain information and manage client requests.
- Handle incoming and outgoing post, manage emails and respond to client queries.
The successful IFA Administrator will have:
- Previous experience in a similar position
- Experience using industry related tools
- Strong IT skills
- Good communication skills