IFA Administrator , Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

JJ SEARCH LIMITED is seeking an IFA Administrator in London to provide high-level administrative support to Wealth Management teams, including Wealth Managers and Paraplanners. You will handle client data input, record maintenance, and maintain a Daily Activity Diary via Intelligent Office.

You will also summarise information for Wealth Planners, prepare valuation and recommendation reports for client meetings, and ensure New Business compliance.

Qualifications

• 3 years minimum of IFA administration and financial planning support experience.
• Good organisational and time management skills.
• Experience with Intelligent Office, Xplan or Voyant is advantageous.

Responsibilities

• Provide administrative support to Wealth Management teams, including Wealth Managers and Paraplanners.
• Input client data and maintain client records.
• Maintain a Daily Activity Diary and manage requests to life/investment providers, LOAs and information requests.
• Summarise information for Recommendation Reports and liaise with Investment Managers.
• Prepare and produce Valuation Reports for client meetings and process new business per compliance requirements.
• Collate meeting packs and finalise Recommendation Reports for financial planning clients.

Skills

IFA administration

Financial planning

Organisational skills

Time management

Tools

Intelligent Office

Xplan

Voyant

Job description

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 Candidate

3 years Minimum of IFA administration, Financial Planning support experience

Good organisational and time management skills

Experience with Intelligent Office, Xplan or Voyant is advantageous