We are recruiting for an experienced Senior IFA Administrator to join an established Wealth Management business, providing administrative and technical support to Financial Advisers and their clients.
Key Responsibilities
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Supporting Advisers with client reviews, valuations and review packs.
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Maintaining accurate client and policy information.
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Requesting and chasing information from providers.
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Processing new business, applications, transfers, withdrawals and policy changes.
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Supporting fund research, costs and charges and investment information.
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Preparing client correspondence and maintaining client files.
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Liaising with clients, Advisers, providers and internal teams.
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Managing day-to-day client and provider enquiries.
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Ensuring work is completed accurately and in line with FCA requirements and Consumer Duty.
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Keeping up to date with financial products, legislation and regulatory changes.
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Supporting junior team members and contributing to process improvements.
About You
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Strong IFA/Financial Planning or Wealth Management administration experience.
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Good understanding of the financial advice process and financial products.
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Experience managing complex client cases and new business.
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Excellent organisation and attention to detail.
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Strong communication and client service skills.
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Proactive, reliable and able to work independently.