IFA Operations & Client Experience Specialist

Ascot Lloyd; Portishead; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an IFA Administrator to provide comprehensive pre-and post-sales support to Financial Advisers. The role involves managing client documentation, ensuring exceptional service, and automating processes. Candidates should possess strong communication skills, attention to detail, and a proactive mindset. This full-time position is a 12-month fixed-term contract, perfect for someone passionate about driving change in a dynamic environment.

Qualifications

• Proactive and detail-oriented mindset.
• Ability to manage multiple priorities.
• Change-oriented with a growth mindset.

Responsibilities

• Handle client documentation and requests efficiently.
• Manage processes for advisers and clients to improve outcomes.
• Prepare client meeting packs including valuations and agreements.
• Dispatch client documents and manage records accurately.
• Address enquiries promptly through various communication channels.
• Maintain accurate client records using Intelliflo Office.
• Engage in projects related to various business initiatives.

Skills

Client service skills

Strong written and verbal communication

Attention to detail

Tools

Intelliflo Office

Job description

A leading wealth management firm in the UK is seeking an IFA Administrator to provide comprehensive pre-and post-sales support to Financial Advisers. The role involves managing client documentation, ensuring exceptional service, and automating processes. Candidates should possess strong communication skills, attention to detail, and a proactive mindset. This full-time position is a 12-month fixed-term contract, perfect for someone passionate about driving change in a dynamic environment.