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Form of work
SalaryThe Opportunity
Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c GBP900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities.
The Role
As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to):
Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients.
Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately.
Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes.
Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis.
Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings.
Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday.
Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area.
About you
As an IFA/Client Services Administrator you will possess the following:
IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive.
As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality
At least 6-12 months experience delivering financial services administration support within an IFA practice.
You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail.
You will have good knowledge of current FCA regulatory requirements.
In summary
This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment
If this is opportunity is of interest, pleasecontact Jim at Financial Divisions
