IFA Administrator - Epsom

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

Job summary

A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services. This position offers the opportunity to work in a dynamic environment focused on client excellence.

Qualifications

• Minimum of 1 year experience as an IFA Administrator.
• Experience with high net worth UK resident private clients.
• Skilled in delivering financial planning and investment management services.

Responsibilities

• Provide full administrative support for onboarding new clients.
• Maintain and update client data in a secure environment.
• Prepare client reviews and update cash flow models.

Skills

Client relationship management

Data management

Financial planning

Investment management

Job description

We are currently recruiting for a highly regarded Financial Planning practice in Epsom 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 1 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services