IFA Client Administrator
This is an excellent opportunity to work for one of the most established and respected names in the industry. The firm, as a whole, offer a range of financial services to their wealthy clients and this position is based in their wealth management advisory team.
You will be a key member of the team and will work on various aspects of the day to day operation of the business. Duties are varied and will include submitting new business, preparing client information and valuations and performance data for meetings, researching the market place using the Exchange and other tools, obtaining illustrations, managing workflow with Adviser Office and other administration matters.
There will be a great deal of contact with clients, product providers and investment companies in this role as well as liaising with other key internal departments such as compliance and paraplanning.
This is a highly professional organisation that wish to hire the best and the successful candidate will be presentable, organised and hard working with excellent interpersonal and communication skills. A keenness to work with numbers and a good level of IT knowledge is also essential.
The company’s ideal background is someone who has worked within an IFA practice, has made some progress with industry exams and can use Adviser Office.