IFA Administrator - Chatham, Kent

Blakemore Recruitment; Chatham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial planning practice in Chatham is seeking an experienced IFA Administrator to efficiently process business and provide exceptional service to clients. The ideal candidate will have at least 2 years of experience with high net worth UK residents in delivering financial planning and investment management services. Responsibilities include onboarding clients, maintaining client data, preparing reviews, and liaising with clients through various channels.

Qualifications

• Minimum of 2 years experience with high net worth UK resident private clients.
• Experienced in delivering financial planning and investment management services.

Responsibilities

• Efficient processing of business and delivering first class service to clients.
• Onboarding new clients with full administrative support.
• Maintaining and updating client data securely.
• Preparation of client reviews and supporting reports.
• Liaising with clients through various communication channels.
• Delivery of service proposition within agreed service levels.
• Coordinating with administrative staff for application processing.
• Working with professional advisers to implement action plans.

Skills

Experience as IFA Administrator

Client relationship management

Data management

Job description

Overview

We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.

This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.

Responsibilities

• The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
• You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
• Onboarding - providing full administrative support for the onboarding of new clients.
• Data management - maintaining and updating client data in a secure environment.
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Relationship Building - liaison with clients by telephone, letter, email.
• Proposition delivery - Delivering service proposition within agreed service levels and timescales
• Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners - working with other professional advisers solicitors and accountants to implement an agreed action plan.

What they are looking for

• They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services