Ifa Administrator - London, United Kingdom - Brevere Group

Brevere Group

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you an experienced IFA administrator, looking for a new role in a dynamic and supportive environment?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team inthere new central London location.

This role offers hybrid working.

Duties for this role will include:

To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
To deliver high standard administrative support and customer service within the financial services team in line with strategies, policies and procedures.
Arranging meetings with clients on behalf of the Financial Planners if required
Prepare for meetings by pulling together all mandatory documentation
Ensure all ongoing client servicing requirements are dealt with in a prompt and efficient manner and ensure regular updates are provided to the consultants and policyholders, if required.
Ensure all client electronic files are maintained to a very high standard and regularly updated.
Ensure all ongoing client servicing requirements are dealt with in a prompt efficient manner and ensure regular updates are provided.
To ensure all actions are recorded on the backoffice system to give full audit trail of events

You will have:

Organised with the ability to multitask.
High level of accuracy and attention to detail.
Experience of operating in a regulated environment, especially the Financial Services / IFA industry, would be a strong advantage
Experience with IO Intelligent Office would also help

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package andthe support to develop your skills and further your career.