Address
Form of workMy client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester.
The role
- Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations
- Proactively completing research and analysis of the client case and of the market of solutions
- Drafting high quality advice suitability recommendations
Other tasks include dealing with
- Valuations
- Information gathering
- Salesforce management
- AML
- HNW certificates
- Produce and collate all the relevant pre-meeting paperwork
- Prepare and process all new business applications and documentation
- Ensure that all fees/invoices are checked, sent and chased as required
- Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed
- Trade reconciliation
- Payments
- Initial client onboarding
- Invoices
- Custodian report data gathering
- LOAs/chasing information
Experience
- Good knowledge of HNW and ultra HNW clients and their families and trusts
- Strong financial planning understanding of markets
- Should be or be working to level 4 diploma level qualification
- Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work
- Strong communication
- Strong understanding of policies, systems and processes
- Good task management and basic project skills to provide strong coordination
- Professionalism - self driven development of technical knowledge and qualifications
- Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve
- Identifying and developing solutions to provide innovative client solutions
- Bring into the firm ideas and concepts to improve what and how we deliver for clients
Benefits include
- 30 days holiday plus bank holidays
- Private medical insurance - currently provided by Bupa
- Death in service cover -8x salary
- Employer pension contribution up to 8% depending on salary
- Access to Enjoy Benefits Childcare scheme
- Discretionary bonus scheme
- Additional holiday allowance for special occasions, wedding, first day of school, graduation etc.
For more information please contact me on or email
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