IFA Administrator

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed

• Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential.
• You will have strong technical knowledge of pensions, investments, protection etc
• Good verbal and written communication skills
• Ability to manage multiple tasks.

In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.