IFA Administrator: Client Wealth & Onboarding Expert

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

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.