IFA Administrator

This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.

• 25 days holiday plus bank holidays
• 35 hour working week
• Car parking onsite
• Pension scheme

In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:

• Working closely with Financial Planners & Paraplanners to deliver excellent client service.
• A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro‑actively.
• Maintaining back‑office systems and client records.
• Processing all business in line with processes and procedures, collating AML documentation as required.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
• Liaise with product providers and third parties to obtain information and manage client requests.
• Handle incoming and outgoing post, manage emails and respond to client queries.

• Previous experience in a similar position
• Experience using industry related tools
• Strong IT skills
• Good communication skills