IFA Administrator - Financial Planning

Brevere Group; Greater London; On-site; GBP 26,000 - 32,000; Full time

Job summary

Brevere Group in the United Kingdom is seeking a skilled Sales Support Administrator with experience in an IFA/Wealth Management environment to deliver a first-class client service.

You will provide holistic support to a Senior Wealth Manager and Paraplanner, act as the initial point of contact for client queries, and manage administration across investment, pension, tax and protection planning. The role requires IT literacy and strong communication skills.

Qualifications

• Knowledge of the Financial Planning process, ideally from an IFA practice.
• Progress with professional qualifications is preferred.
• Strong written and verbal communication; IT literate.

Responsibilities

• Act as initial point of contact for client queries and liaise with product providers.
• Provide holistic admin support to Senior Wealth Manager and Paraplanner.
• Manage administration across investment, pension, tax and protection planning.

Skills

Financial Planning knowledge

Client service

IT literacy

Education

Professional qualifications preferred

Tools

Microsoft Office

CRM software

Job description

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you.

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop your skills and further your career.

Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.

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