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We are currently recruiting for a boutique Financial Planning practice in London that is looking to recruit an IFA Administrator.
They are seeking an administrator to join their technical team and work alongside the Senior Administrator. The role includes submitting business to various investment providers and processing cases to completion. You will also handle client withdrawals, phased investing, and client data maintenance on investment platforms. Good communication skills are important as you will work closely with the Head of Operations, paraplanners, and advisers.
The company
A boutique Independent Financial Adviser firm dedicated to supporting our clients' needs. They work collaboratively as a team to implement recommendations that align with clients’ objectives.
Their clients’ portfolio sizes typically range from £200,000 to £20 million. This role offers exposure to a varied and challenging, yet exciting, level of work.
What they are looking for
You will have the opportunity to enhance your technical knowledge and skills. Join a young and dynamic team where your focus will be assisting the Senior Administrator with duties such as:
* Submission of business to providers and the CRM system;
* Processing submitted business to completion;
* Submitting and processing client withdrawals;
* Handling trades, rebalances, and phased investing cases;
* Maintaining client information on investment platforms and the CRM system;
* Assisting with preparation of paperwork for client meetings;
* Closing cases, including CRM updates and final checks.
Ideally, you will have at least 2 years of experience in administration within a financial advisory or investment provider firm. Good IT skills, including proficiency with Microsoft Office applications, and experience with investment platforms and CRM systems are required. Experience with Intelligent Office, Standard Life, Novia, and Transact is advantageous.
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