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A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to 31,000 plus great benefits, to support their team of advisers and client managers.
This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business.
There will be opportunity for growth and development within the role, but alternatively if you are looking to stay within administration, then there will be the ability to hone those skills too.
The Administrator will be supporting the team and working collaboratively in the following duties:
- Create and maintain accurate client records on the back-office systems and platforms
- Open and maintain client files to the required compliance standards with all appropriate KYC information
- Prepare client documentation and correspondence pre and post meetings
- Send Letters of Authority and gather accurate information
- Assist with obtaining illustrations and application forms
- Assist Client Managers in preparation and implementation of advice
- Check accuracy and completeness of new business documentation as well as process new business applications
- Regularly monitor and chase up progress on applications and other transaction
- Produce accurate portfolio valuations
- Assist with the servicing of fund top ups, withdrawals, switches and rebalances
- Provide a friendly and professional point of contact for clients
- Provision of ad-hoc data, analysis and reports as required by management or Client Managers
- Record fees
- Assist Client Managers in preparation of client catch up and review meetings
The ideal candidate will come from the finance industry and have ideally two years working in an administrative capacity. You will have a good understanding of IFA regulations/ workings as well as FCA compliance. A can-do and collaborate attitude to work, all the of the team pull together to support one another to make sure that the customer has the best service possible!
If you are looking for a role in Finance, in an company with a really great environment, then please do apply directly to the advert!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
