- Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
- Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
- Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
- Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
- Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
- Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
- Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
- Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
- Strong attention to detail and accuracy in data entry and documentation.
- Proficient computer skills, including MS Office Suite and CRM software.
- Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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IFA Administrator - Glasgow, United Kingdom - Meraki Talent Ltd
Description
IFA Administrator
Competitive Salary
Permanent
Glasgow
Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Responsibilities:
Background:
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