IFA Administrator / Wealth Planning Administrator

  • Sales Support
  • Essex
  • Posted 8 months ago

Overview

 IFA Administrator / Wealth Planning Administrator

Location:  Stansted Mountfitchet

Hybrid Working – 3 x days office

Salary: £26,000 – £32,000

Are you an IFA Administrator looking for your next  role?

  • Do you feel that you are underpaid or undervalued working for a larger IFA?
  • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
  • Are you currently working in the office full time and looking for more flexibility?

If so, we can help

Company/Role Information

  • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
  • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
  • Working in an established practice with strong procedures and processes, you will be working alongside a very experienced Senior IFA Administrator in a team of 18
  • The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners

Requirements

  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

 

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    Overview

     IFA Administrator / Wealth Planning Administrator

    Location:  Stansted Mountfitchet

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    Are you an IFA Administrator looking for your next  role?

    • Do you feel that you are underpaid or undervalued working for a larger IFA?
    • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
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    If so, we can help

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      Accountabilities

      The role comprises, but is not restricted to:

      Client servicing, meeting preparation and general administration

      • Liaising with clients and providers for relevant paperwork and information.
      • Processing client risk questionnaires.
      • Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
      • Preparation of meeting packs for client meetings and Annual Suitability Reviews.
      • Producing accurate client portfolio valuations and statements, predominantly using Excel.
      • On occasion, sitting in on client meetings and taking notes.
      • Using appropriate systems and processes to submit new business to providers.
      • Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
      • Complete and assist with trades and portfolio rebalancing, as required.
      • Assist with cash management control on client accounts (bonds, SIPPs, etc).
      • Filing the teams post and client related documents to the virtual filing cabinet.
      • Printing, scanning, and posting hard copy correspondence where necessary.
      • Assisting with mass mail outs to clients on behalf of the team.
      • Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
      • Assisting with all other general administration actions as required.

      Compliance with FCA and company procedures

      • Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
      • Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
      • Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
      • Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
      • Record and file all relevant correspondence.

      Experience and Qualifications

      The successful candidate will have:

      • 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
      • Good working knowledge of iO and other systems / software used by the firm to perform the role.
      • A high degree of competency in Microsoft Office packages, with an excellent 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.
      • Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.

      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.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837