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IFA administrator

IFA administrator

Fram Search

Posted a day ago, valid for 15 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A Financial Planning firm in London is seeking an experienced administrator to support their financial advisors.
The role involves providing administrative support, ensuring documentation accuracy, and serving as the first point of contact for clients, including hedge fund managers and private investors.
Candidates should have experience in an IFA environment and possess strong written and verbal communication skills.
Responsibilities include preparing suitability reports, managing client onboarding, and liaising with providers and insurers.
The position offers a competitive salary and opportunities for career progression, requiring candidates to have relevant experience.

Competitve salary
Career progresstion
Hybrid

Fram are delighted to be working with an excellent Financial Planning firm who are seeking an experienced administrator for their team in London. The role is to work closely with the two busy financial advisors, providing them with full administrative support, ensuring all documentation is accurate and processed in line with agreed service standards and being the first point of contact for clients. The clients are financial services professionals, including Hegde fund managers and private investors. You would dealing with existing clients, the onboarding of new clients, working with platform providers and other external bodies to gain relevant and accurate information. Some of the responsibilities include :

Preparing of suitability reports / general paraplanning duties
Preparing and sending letters of authority
Loading, and processing new business and ensuring all of our processes are followed
Communicating with clients
Creating review packs and annual suitability reports
Updating the back-office systems
Liaising with and chasing providers and insurers as required
Cashflow simulations
Analysing client risk questionnaires
Processing ad-hoc client requests

The ideal candidate will have experience with within an IFA environment. Knowledge of report writing software, and back-office systems and Platforms, such as Intelliflo, MoneyInfo, FEAnalytics, Transact and Fundment would be ideal but not essential. Have strong written and verbal skills, be able to prioritise work in a busy environment.

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IFA administrator

Financial Planner

Financial Planner

Financial Planner