IFA Administration & Client Services Specialist

Blakemore Recruitment; Dacorum; Presencial; GBP 24.000 - 29.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

On-site role in Berkhamsted

Supportive team

Training and development

Descripción de la vacante

Blakemore Recruitment is seeking an experienced IFA Administrator for a financial planning practice in Berkhamsted. You will support the client services team by gathering data, preparing valuations, and coordinating with product providers to obtain plan information and illustrations.

The role involves scheduling client reviews, assisting with transfers, and maintaining Xplan data while ensuring AML documentation is up to date and reports are delivered on time.

Formación

• Experience in financial services administration.
• Knowledge of AML procedures.
• Familiarity with client reporting processes.

Responsabilidades

• Gather data and prepare monthly client valuations.
• Liaise with product providers for plan information, illustrations, and other details.
• Schedule annual and half-yearly client reviews and support reports.
• Liaise with implementation team and product providers to monitor client transfers and post-transaction reporting.
• Ensure client management system is up to date (Xplan).
• Ensure client files are complete and AML documentation is current.
• Assist with preparation of clients’ tax packs and related information.
• Complete Client Take on process with ID3 checks and Letters of Authority.
• Ensure reports are bound and dispatched to clients in a timely manner.
• Manage the team diary for client and prospect meetings and support meeting prep.
• Adhere to business procedures and regulatory compliance.
• Develop professionally through training and development.

Conocimientos

Attention to detail

Highly organised

Prioritisation

Proactive approach

Team player

Excellent communication

Business and commercial awareness

Enquiring mindset

Herramientas

Outlook

Word

Excel

Descripción del empleo

Blakemore Recruitment is seeking an experienced IFA Administrator for a financial planning practice in Berkhamsted. You will support the client services team by gathering data, preparing valuations, and coordinating with product providers to obtain plan information and illustrations.

The role involves scheduling client reviews, assisting with transfers, and maintaining Xplan data while ensuring AML documentation is up to date and reports are delivered on time.