This hybrid-based IFA Administrator job in Borehamwood is suitable for an individual experienced within financial planning, keen to join a growing company
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
1. Providing proactive support to their Financial Advisors
2. Managing the Financial Advisor's diary and arranging client meetings
3. Contacting clients through various methods to ensure the advice process is not held up
4. Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
5. Prepare meeting packs and information ahead of client appointments
6. Process new business
7. Key illustrations, projections and valuations