IFA Administrator

We are looking for an experienced Financial Administrator to join our clients Wealth Management Practice based in Epsom
. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

This position will be office based in Ipswich
.

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
• Complete meeting prep for all client review meetings.
• Gather information for Advisers ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting.
• Sending meeting confirmations for all meetings.
• Chasing Advisers to type up meeting notes
• Update the CRM System and complete any actions from meetings.
• Completing client review documents.
• Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.
• General administration, post and printing.
• Answer telephone calls, dealing with clients' queries, and welcoming new clients to the firm
• Stock order and property ch...