We are currently recruiting for a Financial Planning & Wealth Management firm in Cobham who are looking to recruit an IFA Administrator.
They are a boutique Financial Planning & Wealth Management firm that provides financial planning and investment management services to a select group of discerning high-net-worth bespoke families.
Job Purpose
As IFA Administrator, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant, and effective service.
The successful candidate needs to have proven experience working in the financial services industry, ideally 2 to 5 years experience, a strong ethic of client service, ability to work under pressure and prioritise work
Key Responsibilities
1. Provide an excellent service to clients both external and internal together with third party providers.
2. Develop and maintain effective relationships with clients, colleagues and third parties.
3. Ensure processes are followed, tasks include end to end management of account opening, on-boarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.
4. Arrange client meetings to support adviser.
5. Ensure that financial transactions are completed correctly, and files are fully FCA compliant.
6. Manage and track pipeline activity providing regular updates to both the client and the adviser(s).
7. Contact and liaise with the relevant product providers/third parties.
8. Be aware and act upon any compliance, risk, and quality issues.
9. Provide recommendations/improvement ideas to increase operational efficiencies within the team.
10. Maintain and build good relationships with the team and wider team.
Attributes and Skills
11. Friendly, open, positive, and polished demeanour.
12. Has previous experience in a Wealth, IFA, or Asset Management environment.
13. Naturally can build good relationships with Partners, Clients, and 3rd parties.
14. Organisation and prioritization skills.
15. Has excellent time management skills and experience of successfully achieving deadlines and working without close supervision.
16. Excellent verbal and written skills with an eye for detail.
17. Professional approach.
18. "Can do" attitude, enjoy contributing and willing to go the extra mile.
19. Confident in using various IT systems, especially MS Word, Adobe Sign and CRM’s.
20. Excellent time management skills and experience of successfully achieving deadlines and working without close supervision.
21. Ability to use judgement and reasoning to propose solutions to problems.