Overview

Location: Kingston-Upon-Thames

Salary: Competitive

Are you a IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a fantastic work/life balance with a four-day week and flexible hours.

Two days a week you will be working in the office, which is in a great high street location.

Main Duties

  • Provide high quality support to team
  • Assist Advisers in the production and issuing of client advice, including liaison with
    product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information, for
    example switch fees and funds available and charges
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA’s Conduct Rules
  • Act with honesty and integrity in all dealings with clients and peers alike
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
  • Ensure registers and logs are kept up to date and reviewed on a regular basis.
  • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
  • Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
  • Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

Personal Attributes

  • Strong work ethic
  • Good telephone manner
  • Experience of dealing with customers both written and verbally
  • Thriving within a busy varied role
  • Can do attitude
  • Team player but also self-motivated and able to work on own initiative
  • Keen to learn and develop skills to ensure develop best competency within the role
  • Organisational and prioritisation skills
  • Strong attention to detail.

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.