IFA Administrator - Crawley

Blakemore Recruitment; Crawley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in Crawley is seeking an experienced IFA Administrator. The role involves efficiently managing onboarding processes, maintaining client data, and preparing financial reviews, ensuring a high standard of service to high net worth clients. Candidates should have a minimum of 2 years’ experience in a similar role.

Qualifications

• At least 2 years' experience as an IFA Administrator.
• Experience with high net worth UK clients.
• Expertise in delivering financial planning and investment management services.

Responsibilities

• Process onboarding for new clients efficiently.
• Maintain and update client data securely.
• Prepare client reviews and related documentation.

Skills

Client relationship management

Data management

Financial planning

Job description

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

This company illuminates their clients' financial world, building clarity and confidence, and optimizing 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 clients.

You will also need to understand and add value regarding clients' needs, focusing on constant improvement and innovation.

Onboarding- Providing full administrative support for onboarding new clients.

Data management- Maintaining and updating client data in a secure environment.

Reviews- Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.

Relationship Building- Liaising with clients via telephone, letter, and email.

Proposition delivery- Delivering service propositions within agreed service levels and timescales.

Coordination- Working with administrative staff to ensure application and provider forms are prepared as required and clients are kept updated throughout the process.

Partners- Collaborating with other professional advisers such as solicitors and accountants to implement an agreed action plan.

What they are looking for

They seek someone with at least 2 years of experience as an IFA Administrator, working with high net worth UK resident private clients and delivering financial planning and investment management services.