Our client is a leading financial services firm dedicated to providing exceptional investment and financial planning solutions to high net worth and valued clients. With a strong commitment to excellence, integrity, and personalised service, they strive to help their clients achieve their financial goals and secure their financial future. I am currently seeking a skilled and motivated IFA Administrator to join their dynamic team in a hybrid role.
Job Overview: As an IFA Administrator, you will play a crucial role in supporting the Independent Financial Advisors and ensuring the smooth running of the client-focused operations. This is a hybrid role that combines office-based work with the flexibility of remote work, allowing you to achieve an ideal work-life balance. You will be responsible for providing administrative assistance to the IFAs, handling client queries, processing paperwork, and maintaining accurate records. The ideal candidate will have excellent organisational and communication skills, strong attention to detail, and a passion for delivering outstanding client service.
Responsibilities:
Provide comprehensive administrative support to our team of IFAs, assisting with client management, scheduling, and document preparation.
Respond to client queries promptly and professionally, either through email or phone, ensuring exceptional customer service at all times.
Prepare and process a variety of paperwork, including new client applications, investment transfers, and change of details forms, ensuring accuracy and compliance with regulations.
Maintain client records and files, updating information and ensuring data confidentiality.
Coordinate and schedule client meetings, managing calendars, and ensuring smooth logistics for both in-person and virtual appointments.
Liaise with various internal departments, including compliance and finance, to facilitate the efficient completion of administrative tasks.
Support the marketing efforts of the firm, assisting with the creation and distribution of promotional materials and client communications.
Stay updated on industry regulations, products, and services to effectively support the IFAs and provide accurate information to clients.
Contribute to the continuous improvement of administrative processes and systems, recommending enhancements and implementing best practices.
Requirements:
Previous experience in a similar administrative role within the financial services sector, preferably with exposure to independent financial advice.
Excellent organisational and time management skills, with the ability to multitask and prioritise tasks effectively.
Strong attention to detail, ensuring accuracy in all administrative duties.
Exceptional verbal and written communication skills, with the ability to interact confidently and professionally with clients and colleagues.
Proficiency in using office productivity tools, including MS Office Suite and client management software.
Knowledge of financial products and services, regulatory frameworks, and compliance requirements would be advantageous.
A proactive and self-motivated attitude, with the ability to work independently and as part of a team.
An understanding of client confidentiality and the ability to handle sensitive information with discretion.
Flexibility to work in a hybrid role, with a combination of office-based and remote work.
Benefits:
Competitive salary package commensurate with experience.
Hybrid work arrangement, providing flexibility and work-life balance.
Opportunity for professional development and growth within the company.
Supportive and collaborative team environment.
Ongoing training and resources to enhance your skills and knowledge.
