IFA Administrator - Hybrid Working

ZipRecruiter; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management practice in London is seeking a Financial Services Administrator to support Financial Advisers and paraplanning teams. This innovative firm offers a hybrid working pattern and opportunities for professional development while delivering high-quality client services.

Qualifications

• Good working knowledge of Microsoft Office & Outlook.
• Relevant experience within Financial Services.
• Experience with Intelligent Office by Intelliflo would be an advantage.

Responsibilities

• Provide proactive administrative support to the adviser team.
• Arrange meetings with clients on behalf of Financial Planners.
• Liaise with Advisers, Clients, Colleagues, Providers & Introducers.

Skills

Microsoft Office

Communication

Customer Service

Tools

Intelligent Office

Job description

Job Description

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.

Due to continued success in providing -based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

• To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service
• Arranging meetings with clients on behalf of the Financial Planners if required
• Sending confirmation of appointment emails/letters if required
• Prepare for meetings by pulling together all mandatory documentation
• To deal with incoming phone calls or taking messages for colleagues
• To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers.
• To ensure clients are offered a review meeting at least once a year as per our procedures.
• Collating & updating client personal fact find information.

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within Financial Services
• Experience with Intelligent Office by Intelliflo would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, 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.

Hybrid working can be offered with this role, in the office 2 days per week.

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