IFA Administrator - Newbury

FinancialPlanningAdministrator

Location : Hybrid–Newburyoffice1–2daysperweek,remainderremote

Full-time|Competitivesalary+benefits

Areyouanorganisedandproactiveadministratorwithexperienceinfinancialplanningorwealthmanagement?We’resupportingarespectedCharteredFinancialPlanningfirminNewburythatislookingforadedicated FinancialPlanningAdministrator tojointheirgrowingteam.

Thispositionplaysavitalroleinensuringexceptionalclientservice,efficientadvisersupport,andsmoothday-to-dayoperationalprocesses.Ifyouthriveinaprofessional,client-focusedenvironmentandenjoybeingattheheartofawell-runadvicebusiness,thiscouldbeafantasticnextstepinyourcareer.

KeyResponsibilities

PreparingRecommendations

• Liaisewithclientstoscheduleandconfirmmeetings
• Produceanddistributecompliantmeetingpacks
• Checkpacksandchasemissingdocumentation(LOAs,applications,etc.)
• MaintainaccurateclientinformationandnotesinIntelliflo(IO)
• ProviderequiredinformationtoParaplanners

ImplementingRecommendations

• Trackandfollowuponadviceimplementation
• Keepclientsproactivelyinformedonprogress
• Useinternalsystemsanddashboardstomonitorworkflow

GeneralAdministration

• Actasafirstpointofcontactforclientqueries
• Scananddistributeposttorelevantteammembers
• Provideaccuratedataentryandadministrativesupport
• Supportsmoothrunningofclientservicesandcomplianceprocesses

WhatWe’reLookingFor

• ExperiencewithinanIFA,financialplanning,orwealthmanagementenvironment
• Strongorganisationalskillsandexceptionalattentiontodetail
• Abilitytomanagemultipletasksandprioritiseeffectively
• Excellentwrittenandverbalcommunicationskills
• Aproactive,professional,andclient-centricapproach
• Familiaritywithfinancialplanningsoftware(IntellifloIOdesirable)

WhyThisRole?

• Joinavalues-driven,Charteredfirmcommittedtoexcellence
• Hybridworkingstructuresupportingwork-lifebalance
• Opportunitiesforprogressionwithinagrowingbusiness
• Contributedirectlytoexceptionalclientexperiences
• Supportive,collaborativeteamculturewithroomtogrow