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Senior IFA Administrator/Manager

Senior IFA Administrator/Manager

Blakemore Recruitment

Posted 9 days ago, valid for 10 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

A boutique Financial Planning practice in Mayfair is seeking a Senior IFA Administrator/Manager to support two Financial Planners while managing a small team of Administrators.
Candidates should have experience as an IFA Administrator, but no prior management experience is required.
The position offers a hybrid working model, with four days in the office and one day working from home.
Key responsibilities include maintaining client relationships, managing accurate records, and ensuring compliance with regulatory standards.
The salary for this role is competitive, although specific figures were not provided, and the ideal candidate should have several years of relevant experience.

We are currently recruiting for a boutique Financial Planning practice based in Mayfair who are looking to recruit a Senior IFA Administrator/Manager. Are you an experienced IFA Administrator looking to take on management duties this could be the right role for you. This role will be split 50/50 between supporting 2 Financial Planners and managing a small team of Administrators. No Management experience is needed.

This role offers hybrid working 4 days in the office and 1 day from home.

Key Contributions:

Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
Accurate upkeep of the client details to ensure accurate records are maintained.
Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
Providing technical information to ensure workflows are followed and standards adhered.
Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.

Key Tasks and Responsibilities:

Obtaining full policy information
Producing client Annual Review Reports
Dealing with client queries
Assisting with product research
Processing applications
Upkeep of company database with full and accurate client records
Liaising with product providers and other relevant third parties
Individual workflow and task delivery
Generate FE Performance Reports
Supporting the delivery of and achievement of the client service standards
Working alongside the administrators to ensure the smooth delivery of work

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