IFA Administrator - Finchley

TN United Kingdom; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established Independent Financial Advice (IFA) firm is seeking to recruit an additional Administrator to support their team. This role involves a variety of tasks from assisting paraplanners to processing commission payments and organizing client meetings, ensuring smooth operations within a growing financial practice.

Responsibilities

• Assisting paraplanners and providing direct support to financial advisers.
• Processing files to prepare for meetings.
• Handling post-meeting procedures for transferring clients.

Job description

We are proudly assisting a well-established IFA client who is looking to add an additional Administrator to their team. This client provides Independent Advice to high net worth clients and retail customers, guiding them through complex financial decisions and advising on products such as savings, investments, and personal pensions.

Daily duties will include:

1. Assisting paraplanners and providing direct support to financial advisers
2. Processing files to prepare for meetings
3. Handling post-meeting procedures for transferring clients to new providers
4. Processing the firm's commission payments monthly and assisting with invoice payables
5. Gathering plan information and sending Letters of Authority (LOA)
6. Preparing quotes and client packs
7. Placing trades and checking contract notes
8. Updating the system with plans, fact-find data, and other information
9. Organising client meetings and recording outcomes

Excellent salary and package are on offer.

If this role interests you, please apply.