IFA Administrator

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. Key responsibilities include managing the Letter of Authority process, preparing for client meetings, and general administration tasks. The position will be office-based in Epsom.

Qualifications

• Experience in financial administration or related fields.
• Proficiency in using CRM systems.
• Good organizational and communication skills.

Responsibilities

• Manage the Letter of Authority process.
• Provide weekly updates on Letters of Authority.
• Prepare for all client review meetings.
• Gather information for Advisers ahead of meetings.
• Set up and send advice packs to clients.

Skills

Experience with CRM systems

Strong communication skills

Organizational skills

Tools

Salesforce

Job description

We are looking for an experienced Financial Administrator to join our clients Wealth Management Practice based in Epsom. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

This position will be office based in Ipswich.

Key Responsibilities:

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
• Complete meeting prep for all client review meetings.
• Gather information for Advisers ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting.
• Sending meeting confirmations for all meetings.
• Chasing Advisers to type up meeting notes
• Update the CRM System and complete any actions from meetings.
• Completing client review documents.
• Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.
• General administration, post and printing.
• Answer telephone calls, dealing with clients' queries, and welcoming new clients to the firm
• Stock order and property ch...