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We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.
Key Responsibilities:
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Pre-New Business Queries: Manage queries through Hubspot.
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Letters of Authority: Process and chase to completion.
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Client Preparation: Obtain illustrations and prepare for client meetings.
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New Business Processing: Handle all product types and fund switches.
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Post New Business Processing: Track new business to completion with providers.
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Compliance: Follow AML procedures and ensure all requirements are met.
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Servicing Processing: Handle basic updates, withdrawal requests, tax, plan information, and death claims.
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Database Management: Manage Intelliflo and task database management.
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Service Fee Management: Manage service status and fees for clients.
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Portfolio Summaries: Provide client portfolio summaries and valuations.
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Ongoing Suitability: Maintain suitability records post-client review meetings.
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Document Management: Ensure secure storage of client documents using Papercloud.
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Client Portal Management: Assist clients with portal navigation and onboarding.
If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we'd love to hear from you!
