We are currently working with a highly successful, Chartered Financial Planning practice in Bridgend to recruit an IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the UK, they are a growing practice that have a fantastic reputation. Their team of seasoned Chartered Financial Planners is committed to delivering tailored solutions that empower their clients to achieve their financial aspirations.
Position Overview:
As an IFA Administrator, you will play a pivotal role in supporting two Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running.
Key Responsibilities:
- Assist Chartered Financial Planners with client communication and document preparation
- Manage client data and maintain accurate records using internal systems
- Prepare and process applications, ensuring compliance with regulatory standards
- Coordinate and schedule client appointments, managing the planners' calendars
- Liaise with various stakeholders, including clients, providers, and internal teams
- Contribute to the smooth functioning of the team by handling general administrative tasks
Qualifications and Experience:
- You must have a minimum of 2 years Financial Services Administration experience
- Excellent organizational skills and attention to detail
- Strong communication skills, both written and verbal
- Proficiency in using office software and tools, including Microsoft Office
- A proactive and adaptable mindset, capable of managing varying workloads
What’s on Offer:
- The opportunity to work with a highly successful and respected team of Chartered Financial Planners
- Exposure to the intricacies of holistic financial planning for HNW and UHNW clients
- A supportive and collaborative work environment
Sector:
- Financial Services
- Financial Planning
