Jobs
>
London

    Experienced IFA Administrator - London, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment London, United Kingdom

    Found in: Talent UK C2 - 4 hours ago

    Default job background
    Description

    We are currently recruiting for a highly regarded boutique financial planner who are looking to recruit an experienced Administrator to join their team in London.

    Purpose of Role
    To provide exceptional quality administrative and technical support to companies Head of International Private Clients, and to other members of the team in advisory and technical roles. This is a busy role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients, many of whom have an international dimension to their wealth management. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team.

    Responsibilities
    The role comprises, but is not restricted to:
    Client servicing and meeting preparation

    • Use appropriate systems and processes to submit new business to providers

    • Prepare documentation for client meetings (including literature, illustrations and forms from
    providers and pre-complete full application forms and other documents for client signing or
    approval)

    • Liaise with product providers to ensure all applications are received and completed. Attend to
    outstanding requirements, keeping other members of the team informed as necessary

    • Produce accurate client portfolio valuations and statements

    • 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

    • Ensure all client information is accurately maintained on internal systems (IO and Volume),
    including all written and electronic communication with clients and providers, and meeting
    notes

    • Ensure client agreements, including fee schedules, are in place and are signed, documented
    and saved to the DMS

    • Ensure electronic client files are organised and updated, and easily accessible

    • Schedule and manage follow up tasks relating to client meetings and business submissions
    using IO to monitor and accurately record tasks

    Compliance with FCA and company procedures

    • Assist the team in complying with FCA and internal compliance procedures, ensuring all client
    files and information remain compliant and confidential

    • Notify the adviser of any suspicion of a complaint and follow appropriate procedures within
    the complaints handling process

    • Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR

    • Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS

    • Record and file all relevant correspondence

    General administration

    • 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 ad-hoc scanning and filing

    • Handle client queries in a professional and timely manner

    Experience and Qualifications

    The successful candidate will have:

    • At last 3 years' experience within the independent sector of the financial services industry, in a
    relevant administration role family office or HNW/UHNW independent wealth
    management rather than a provider

    • Sound technical knowledge covering pensions and investments, all aspects of documentation
    including Trusts and legal documents, and a good understanding of life policies, protection
    and the underwriting process

    • Demonstrable experience of delivering client service at the highest level

    • Experience of using iO or equivalent system to perform an administrative role; knowledge of
    Transact and international experience will be an advantage

    • 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
    in order to effectively carry out the role

    • Relevant industry qualifications will be an advantage but are by no means essential.

    Competencies
    They need someone who can:

    • Work to pressing deadlines, routinely involving a level of time commitment beyond standard
    working hours

    • Be personally resilient and able to handle the pressure of a busy team, demanding workload
    and complex client needs

    • Assist the adviser team and clients in an enthusiastic and proactive manner, using
    organisation, time management and prioritising skills and adapt easily to the working styles of
    the two advisers in the team

    • Demonstrate focus and motivation in delivering an exceptional level of customer service to
    clients, third parties and colleagues

    • Demonstrate sound professional judgment, the ability to work well under own initiative, and
    a common-sense, innovative and solution-focused approach to problems

    • Be punctual, presentable and professional at all times.

  • Heat Recruitment Ltd

    Ifa Administrator

    Found in: Jooble UK O C2 - 1 day ago

    Heat Recruitment Ltd London, United Kingdom

    IFA Administrator, Finchley North London · Fridays from home · Up to £35,000 plus company bonuses · This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highl ...

  • Astral Recruitment

    IFA Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Astral Recruitment United Kingdom

    Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team · This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support · We are lo ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice based in Southgate who are looking to recruit a IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. · Key Contributions: · Maintain ...

  • Heat Recruitment Ltd

    Senior IFA administrator

    Found in: Jooble UK O C2 - 12 hours ago

    Heat Recruitment Ltd London, United Kingdom

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someon ...

  • Blakemore Recruitment

    Senior IFA Administrator

    Found in: Talent UK 2A C2 - 1 day ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Li ...

  • Northampton Business Directory

    Experienced IFA Administrator

    Found in: Jooble UK O C2 - 8 hours ago

    Northampton Business Directory United Kingdom

    Our client, based in Northampton require an Experienced IFA Administrator to join their team. · The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Servic ...

  • Blakemore Recruitment

    Senior IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intellig ...

  • Heat Recruitment Ltd

    Technical IFA Administrator

    Found in: Click to Hired UK C2 - 12 hours ago

    Heat Recruitment Ltd London, United Kingdom

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someone ...

  • Heat Recruitment

    Senior IFA Administrator

    Found in: Talent UK 2A C2 - 1 day ago

    Heat Recruitment London, United Kingdom

    Job Title: Senior IFA AdministratorLocation: Finchley, North LondonSalary: £40,000 - £45,000 · What's on offer? · Opportunity to head up an evolving Financial Planning division and manage a team of 3 · Fridays working from home · 24 days of annual leave · Career progression · An ...

  • Nelson Scott

    IFA Administrator

    Found in: Appcast UK C C2 - 4 days ago

    Nelson Scott London Area, United Kingdom

    JOB DESCRIPTION · What will you be doing? · To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. · Some of your responsibilities wi ...

  • Blakemore Recruitment

    Technical IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate ...

  • Recruit UK | Certified B Corp™

    IFA Administrator

    Found in: Appcast UK C C2 - 2 days ago

    Recruit UK | Certified B Corp™ Finchley, United Kingdom

    Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. · This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered wi ...

  • Profiles Personnel

    Ifa Administrator

    Found in: Jooble UK O C2 - 1 day ago

    Profiles Personnel Waverley, Surrey, United Kingdom

    IFA ADMINISTRATOR*** · Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients ...

  • Artemis Recruitment Consultants Ltd

    Ifa Administrator

    Found in: Jooble UK O C2 - 4 days ago

    Artemis Recruitment Consultants Ltd Dorking, Surrey, United Kingdom

    Type of Position: Senior IFA Administrator - Dorking · Senior IFA Administrator - Dorking · We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administrati ...

  • Ernest Gordon Recruitment Limited

    IFA Administrator

    Found in: Jooble UK O C2 - 6 days ago

    Ernest Gordon Recruitment Limited Bourne End, Buckinghamshire, United Kingdom

    IFA Administrator (Study Support / 9-5) £40,000 - £50, Days Holiday + Stable Company + 5% Matched Pension + Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment Gerrards Cross, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and opt ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment Swanley, United Kingdom

    Location - Swanley · Salary - £35,000 · Permanent Role. · We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment Chatham, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising ...

  • Financial Divisions

    IFA ADMINISTRATOR

    Found in: Talent UK 2A C2 - 5 days ago

    Financial Divisions Westerham, United Kingdom

    plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close · This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to fur ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 4 hours ago

    Blakemore Recruitment Buckinghamshire, United Kingdom

    We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. · Key Requirements and Skills: · Good team working and liaison skills to deal effectively with tasks set and provide support for o ...