Senior IFA Administrator in South West London - Heat Recruitment

Job Overview

South West London, England
Job Type
Full Time
Date Posted
1 day ago

Additional Details

Job ID
Job Views

Job Description

Role: Senior IFA Administrator
Location: The City, London
Salary: £35,000 plus

A boutique, Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Senior Client Services Administrator to directly support Paraplanners&Advisers and look after the wider team.

You will join a team that has been awarded "Best Financial Adviser to Work for" award.

This client provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

You will have the opportunity to directly support 2 Financial Advisers who works with high-net-worth clients on complex cases. You will also be responsible for supervising the day to day work of other administrators in the team and checking the quality of their work and the management of their tasks.

You are able to progress in this position through guided professional development plans, and the full support to take Financial Planning exams.

Role Responsibilities:
Support and oversee a number of client related systems and processes, ensuring an end to end delivery of outstanding support service to clients
Overseeing the Administrator team
Act as the point of contact between Financial Planners, Paraplanners and Clients
Processing new business
Prepare pre&post meeting review packs
Adhere to data protection&FCA regulations

What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
Experience in a Client Services / Financial Planning Administration leadership role
Experience using IO is essential
Experience using Transact would be ideal
Proven experience of providing quality support to Financial Planners&Paraplanners
Excellent interpersonal and organisational skills
Experience using IT Systems and Software including platform/provider websites and portals

What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

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