Address
Form of work
SalaryWe are currently recruiting for a highly regarded Financial Planning practice in Finchley who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
Responsibilities
Preparing and amending Valuations on a monthly basis using a combination of Financial Service Provider Websites, emailed information, telephone confirmations and our internal back-office system.
Onboarding- providing full administrative support for the onboarding of new clients.
Data management - maintaining and updating client data in a secure environment.
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Relationship Building - liaison with clients by telephone, letter, email.
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
What they are looking for
They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services
Key Skills
Willingness to provide an excellent customer experience for internal colleagues Polite telephone manner Attention to detail required in a repetitive environment A willingness to learn with a view to working independently Basic knowledge of Microsoft Office Able to handle confidential personal and financial information Client discretion is paramount
