IFA Administrator - London

Blakemore Recruitment; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une société indépendante de conseil financier à Londres recrute un IFA Administrator pour rejoindre son équipe technique. Le rôle implique la soumission et le traitement des affaires, la gestion des retraits clients, ainsi que la maintenance des données client sur les plateformes d'investissement. Ce poste offre l'opportunité de travailler dans une équipe dynamique et d'améliorer vos compétences techniques.

Qualifications

• Expérience de 2 ans dans l'administration au sein d'une société de conseil financier.
• Compétences en informatique, y compris Excel.
• Expérience avec les plateformes d'investissement et les systèmes CRM.

Responsibilities

• Soumettre des affaires aux fournisseurs et au système CRM.
• Traiter les affaires soumises jusqu'à leur achèvement.
• Gérer les retraits clients et les investissements échelonnés.

Skills

Good communication skills

Proficiency with Microsoft Office applications

Experience with investment platforms

Education

At least 2 years of experience in administration within a financial advisory or investment provider firm

Tools

Intelligent Office

Standard Life

Novia

Transact

Job description

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We are currently recruiting for a boutique Financial Planning practice in London that is looking to recruit an IFA Administrator.

They are seeking an administrator to join their technical team and work alongside the Senior Administrator. The role includes submitting business to various investment providers and processing cases to completion. You will also handle client withdrawals, phased investing, and client data maintenance on investment platforms. Good communication skills are important as you will work closely with the Head of Operations, paraplanners, and advisers.

The company

A boutique Independent Financial Adviser firm dedicated to supporting our clients' needs. They work collaboratively as a team to implement recommendations that align with clients’ objectives.

Their clients’ portfolio sizes typically range from £200,000 to £20 million. This role offers exposure to a varied and challenging, yet exciting, level of work.

What they are looking for

You will have the opportunity to enhance your technical knowledge and skills. Join a young and dynamic team where your focus will be assisting the Senior Administrator with duties such as:

• Submission of business to providers and the CRM system;
• Processing submitted business to completion;
• Submitting and processing client withdrawals;
• Handling trades, rebalances, and phased investing cases;
• Maintaining client information on investment platforms and the CRM system;
• Assisting with preparation of paperwork for client meetings;
• Closing cases, including CRM updates and final checks.

Ideally, you will have at least 2 years of experience in administration within a financial advisory or investment provider firm. Good IT skills, including proficiency with Microsoft Office applications, and experience with investment platforms and CRM systems are required. Experience with Intelligent Office, Standard Life, Novia, and Transact is advantageous.