We are working with an award-winning, Chartered and fully independent financial planning firm that has established itself as one of the UK's leading wealth management businesses.
As an established and highly respected name in the market, the business places a strong emphasis on client service, building long-term relationships and employee development. With an expanding national presence and ambitious plans for the future, this is an excellent opportunity to join a growing organisation.
The business is now looking to recruit a Senior IFA Administrator to join its established client support team.
This is a specialist position where you will work closely with one or two Financial Planners, providing comprehensive support across client servicing, financial planning administration and the day-to-day management of client relationships.
You will act as a key point of contact for clients, helping to ensure they receive an excellent standard of service while building strong, effective working relationships with your Financial Planner(s).
The Role
- Providing comprehensive administrative and client servicing support to financial advisers.
- Building strong, professional relationships with clients and acting as a key point of contact for queries.
- Managing Financial Planners' diaries and coordinating client meetings, including annual reviews.
- Preparing meeting documentation, client valuations and relevant paperwork ahead of appointments.
- Processing new business applications and managing transactions through to completion.
- Preparing and maintaining accurate client records, policy information and platform accounts.
- Monitoring outstanding cases and keeping clients and Financial Planners updated on progress.
- Ensuring all client activity is accurately recorded and maintained in line with regulatory requirements.
- Working collaboratively with paraplanners, administrators and wider support teams to deliver an excellent client experience.
About You
- Previous experience in a similar client support or wealth management administration role.
- Experience working with investment wrap platforms.
- A strong understanding of financial planning administration.
- Excellent communication and interpersonal skills, with a professional and confident telephone manner.
- Strong organisational skills, including diary management and the ability to prioritise a varied workload.
- Excellent attention to detail and a commitment to maintaining accurate client records.
- The ability to work independently while collaborating effectively with Financial Planners and wider support teams.
- Experience with Intelligent Office (Io) would be advantageous
What's on Offer?
The successful candidate will benefit from a competitive package, including:
- Competitive basic salary
- Discretionary bonus
- Hybrid working: 2 days in the office & 3 days WFH
- 25 days' annual leave, plus bank holidays
- 5% employer pension contribution
- Private medical insurance
- Group income protection
- Group life assurance
- Additional company benefits
This is an excellent opportunity to join an established, growing financial planning business where you can develop your career, build strong relationships with Financial Planners and play an important role in delivering an exceptional client experience.
If you have experience in wealth management support, enjoy working closely with Financial Advisers and are looking for your next career move, we would welcome the opportunity to speak with you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
