IFA Administrator
IDEX Consulting
London, UK
1h ago

My client, a national, award-winning, financial planning and corporate advice provider is looking for an IFA Administrator based in their London office.

Working in a team of 11, the role is to provide administrative support to Partners assisting them in the preparation and follow up of consultancy days and all they involve.

As an IFA Administrator, you will provide a high-quality administration and support service to Partners and their clients, which will allow the Partners to focus on the client relationship and developing relationships with new clients.

A key part of this IFA Administrator role is to manage and deliver against and where possible exceed, client expectations.

Communication is a key part of this role to keep the clients and the Partner updated.

Responsibilities :

  • Prepare information packs for Partners prior to client meetings
  • Obtain information from providers on clients existing financial arrangements and prepare client valuations
  • Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales, whilst also ensuring that the client history is up to date
  • Collate all documentation and ensure that the new business pack is complete prior to submitting applications to providers
  • Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated
  • Input any electronic applications forms as required
  • Upload the necessary documentation into the back-office system and scan other
  • documents as required
  • Liaise with product providers and the commission department to resolve case and commission queries
  • Be the main point of contact for clients administration queries
  • To participate in appropriate company and departmental training, competence and development initiatives and continuously meet, the regulator's fit and proper requirements
  • To be successful you will need :

  • Previous experience working in an administrative role within an advisory environment
  • Good knowledge of pensions and investments
  • Strong track record developing and maintaining good working relationships with clients, Advisers and staff and able to build rapport quickly
  • Confident having challenging conversations
  • Experience in dealing with high net worth clients
  • Experience of Intelligent Office advantageous
  • If successful you will benefit from a salary of up to £25,000, plus impressive benefits package.

    If you are an IFA Administrator, who meets my client's requirements and you are on the lookout for a new challenge, send across your CV and we will be in touch with more information! Full job specification available.

    Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days.

    Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

    If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies.

    For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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