Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment.

Responsibilties:

Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings
Client term of Business - Ensuring clients have completed our company terms of business
Client servicing request - Amendments to client details, address, income and contributions
New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running
Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests
Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms
Death claims - Dealing with all death claims, liaising with advisers, providers, executors
Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face
Provider communications - Daily communications with numerous providers via phone, email, & platforms
Smart Search - Processing smart search request for client records
Adviser Support - Supporting advisers for numerous ad hoc requests,queries
Liaising with teams - Internal team communications

Skills and Experience

Excellent organisation skills
Able to communicate effectively
Effective time management
Experience of provider platforms
Take responsibility for managing own workload
Can work independently and as part of a wider team

For more information please contact one of our specialist consultants quoting reference NJR15289

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