Back to search
Are you a skilled administrator with experience in the wealth management industry? Are you passionate about providing exceptional customer service and making a difference in people's financial lives? If so, we have an exciting opportunity for you!
Our client, a leading wealth management firm, is seeking an IFA Administrator to join their dynamic team. With their commitment to excellence and their dedication to helping clients achieve their financial goals, our client has built a strong reputation in the industry. This is a fantastic chance to join their team and contribute to their continued success.
As an IFA Administrator, you will play a crucial role in supporting the firm's financial advisors and ensuring the smooth operations of their practise. Your excellent telephone manner and experience in IO will be key in handling client inquiries, managing appointments, and maintaining accurate records. With your exceptional organisational skills and attention to detail, you will ensure that the advisor's day-to-day tasks are efficiently handled, allowing them to focus on providing top-notch financial advice to their clients.
Key responsibilities:
Provide excellent customer service by answering client inquiries and addressing their needs promptly and professionally
Manage the advisors' calendars and schedule client meetings, ensuring efficient use of their time
Prepare and submit accurate client documentation, ensuring compliance with industry regulations
Process new business applications and follow up with providers to ensure timely completion
Maintain client records and databases, ensuring accuracy and confidentiality
Support the advisors in preparing client reviews and presentations by gathering relevant information and materials
Collaborate with internal teams such as compliance and operations to ensure smooth operations and compliance with industry standards
To be successful in this role, you must have a minimum of 2 years of experience in an IFA background. You should also have excellent communication skills and a friendly yet professional telephone manner. Proficiency in using IO systems is essential to efficiently handle client inquiries and tasks.
Our client offers a competitive salary of 31,000 per annum for this full-time, permanent position. In addition, you will have the opportunity to work with a supportive and collaborative team that values professional growth and development.
Don't miss this opportunity to join a prestigious wealth management firm and make an impact on people's financial well-being. Apply now with your updated CV, and let's take the first step towards a rewarding career in the finance industry!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
