Executive IFA Administrator
* Location: Bromsgrove
* Job Type: Full-time, Permanent
* Salary: £32,000 - £36,000
Join a leading independent financial advisory and wealth management firm in a pivotal role as an Executive IFA Administrator. This position offers a dynamic work environment with hybrid working opportunities, where you will provide essential administrative and technical support to Financial Advisers and clients, ensuring the delivery of excellent outcomes.
Day-to-day of the role:
1. Client Liaison & Servicing: Act as the first point of contact for client queries, providing exceptional customer service and maintaining strong relationships across all areas of the business.
2. Relationship Management: Collaborate with advisers to manage client requests from start to finish, ensuring timely and clear communication. Regularly meet with advisers to set workflow priorities and manage client expectations.
3. Provider & Third-Party Communication: Liaise with providers and investment platforms to follow up on client requests and escalate issues when necessary.
4. Administration Support: Offer technical and administrative support to assigned IFAs, including form pre-population, money laundering c...