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Are you an experienced financial planning administrator, looking for a Senior IFA Administration role working with a close-knit team. This role offers a generous package and opportunities for development.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to two Financial Adviser.
Duties for this role will include:
- Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
- Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc).
- Completion of product application forms, Trust documentation and new business submission (platforms).
- Monitoring and oversight of new business applications and fees
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within an IFA environment
- Positive can do attitude
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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