Ifa Administrator - London, United Kingdom - PB Recruitment Consultants Ltd

PB Recruitment Consultants Ltd

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A highly respected, wealth manager, a specialist in the sector, currently requires a Private Wealth Administrator to join its friendly and vibrant team.

Hybrid - 2 days in London

£40,000+. Full benefits are also provided and bonus

As it is independent, this allows us to provide objective advice that is aligned to client's best interests, delivered by teams steeped in financial services knowledge and experience.

We have built our company on integrity and trust, because doing what isright for our clients in best for our business.

It has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent, and knowledgeable advice, and a commitment to providing serviceand support of the highest quality.

It is a two times winner of the Best Financial Adviser to Work for award.

Purpose of Role

To provide exceptional quality technical and general administrative support to two Private Client Advisors in a busy and successful team.

This is a demanding role assisting the Advisors in delivering an outstanding holistic financial planning service tonew and existing HNW clients, often with high expectations and complex planning needs.

This full-time and permanent role will initially cover a 15-month period of maternity leave and following that will continue in another of Wealth's client facing adviserteams.

The role will suit a confident and experienced senior IFA administrator who enjoys working autonomously in a driven and high-performing client team.

Accountabilities:

The role comprises, but is not restricted to:

PA and general admin duties
Organise and diarise meetings on behalf of the Private Client Advisors
Work with the Private Client Advisors to prioritise tasks
Provide agendas and information requests prior to client meetings, if required
Assist with the production of management information, as required by central teams
Assist with general administration as required e.g., adhoc scanning and filing
Client servicing and meeting preparation
Use appropriate systems and processes to submit new business to providers
Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
Produce accurate client portfolio valuations and statements using Intelligent Office
Complete and assist with trades and portfolio rebalancing, as required
Assist with cash management control on client accounts (bonds, SIPPs, etc)
Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
Correspondence and client files
Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
Ensure client agreements, including fee schedules, are in place and are signed, documented, and saved to the DMS
Run client risk tolerances and carry out antimoney laundering checks
Ensure electronic client files are organised and updated, and easily accessible

Experience and Qualifications

2+ years' experience in an IFA administration role
Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection
Demonstrable experience of delivering client service at the highest level
Experience of using Transact, iO or equivalent system to perform an administrative role
Excellent IT skills with a good working knowledge of Excel
Excellent written and verbal communication skills with a high level of attention to detail
Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances to effectively carry out the role
Relevant industry qualifications will be an advantage but are by no means essential.

Location:
London and/or home-based.

Salary:
dependant on experience but expected to be in the range £40,000+. Full benefits are also provided and bonus