We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.
Accountabilities:
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
1. Working with the Compliance Department to ensure that processes meet with their requirements
2. Supporting the team with ...