IFA Administrator , Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A highly successful Wealth Management firm in London is seeking an IFA Administrator to provide administrative support to Wealth Managers. The ideal candidate will have at least 2 years of experience in IFA administration, possess strong organizational skills, and be familiar with Intelligent Office. This role is integral for maintaining client records and assisting in the preparation of financial documentation.

Qualifications

• Minimum of 2 years IFA administration experience.
• Strong organizational and time management skills.
• Experience with Intelligent Office is advantageous.

Responsibilities

• Provide administrative support to Wealth Management teams.
• Maintain client data input and record maintenance.
• Produce valuation reports and prepare for client meetings.

Skills

Organisational skills

Time management

Tools

Intelligent Office

Job description

This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

The Client

A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.

The Role

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners.

The IFA Administrator will be responsible for Client Data Input and Client Record Maintenance.

The IFA Administrator will maintain a Daily Activity Diary via Intelligent Office and will issue and follow up information requests to Life and Investment companies and issue LOA’s to providers.

The IFA Administrator will summarise and gather information for Wealth Planners for Recommendation Reports and will be the Internal Liaison with the Investment Managers.

The IFA Administrator will be responsible for producing Valuation Reports and preparing Valuation Reports for Client Meetings.

The IFA Administrator will submit and process New Business adhering to Compliance Requirements.

The IFA Administrator will liaise with Providers regarding Fee Statements and will collate meeting packs and produce Finalised Recommendation Reports for financial planning clients.

The IFA Administrator will assist with general administration tasks and ad hoc duties.

The Candidate

2 years Minimum of IFA administration, Financial Planning support Experience

Good organisational & time management skills

Experience with Intelligent Office advantageous

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Other

• Industries

  Investment Management, Financial Services, and Investment Banking

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