IFA Administrator

Competitive Salary + benefits inc 26 days holiday and pension

Surrey

Mainly office working but with flexibility around days and hours if required.

My client is an established IFA providing a broad range of services across the whole wealth value chain from financial planning , investment management through to platform , trading , settlement and custody services. The company is rapidly expensing through strategic acquisitions providing an aspiring time to join the team. This role will provide support to financial advisers to enable the provision of advice to clients all within the FCA framework

Key duties to include

• Client review preparation in supporting financial advisers .
• Maintain back-office system to ensure policy and communication information is up to date
• Assist with new business applications and prepare cases for paraplanning
• Obtain valuations for regular reports and Annual Reviews
• Providing clients with updates and ensuring client queries are dealt with in a timely, professional and friendly manner.

To qualify you should ideally have

• A min of 12 months IFA admin experience supporting an adviser or working in a similar financial environment with experience ideally of IO or similar back office systems
• Regulatory knowledge with good comm skills

Ref: 15179