Senior IFA Administrator, Client Adviser Assistant

My client is a leading wealth manager that offers true financial planning advice to a diverse range of clients with a first-class reputation within the market. Due to the expansion of the team along with internal progression, they require a financial planning administrator to join the team and assist with their increasing volume of clients.

You will mainly be providing support to the team of financial planners. You will prepare valuation reports, maintain internal databases, process new business and deal with both internal and client queries. You will navigate and transact on financial providers' websites, attaining policy information from providers whilst working alongside the other administrative staff/paraplanner(s).

To be considered, you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and being highly organised. You will be committed to personal development and the development of your technical skills. Excellent systems/IT knowledge is important, ideally with cash flow exposure and experience in intelligent office/intelliflo.

Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties, ideally within an IFA practice or Investment Manager, and have undertaken industry-relevant exams with a good platform knowledge.

In return, you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you, so continual training will be provided along with supporting the successful applicant through their exams.

To be considered for this rare job, please upload your CV ASAP to discuss in more detail with Alison prior to submission. All enquiries held in the utmost confidence.