Jobs
>
London

    Experienced IFA Administrator - London, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment London, United Kingdom

    1 week 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.

  • GCB Recruitment

    Ifa Administrator

    1 week ago

    GCB Recruitment London, United Kingdom

    Are you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...

  • Financial Divisions

    Ifa Administrator

    5 days ago

    Financial Divisions London, United Kingdom

    **Wealth Management** · **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** · **The Opportunity** · Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week ago

    Cranleigh Personnel London, United Kingdom

    **IFA Administrator/Private Client Administrator** · **Clerkenwell, London** · **Up to £30,000 depending on experience.** · Are you currently an Administrator within a Financial Planning environment? · Do you enjoy a varied role, encompassing both IFA administration and client se ...

  • Templegate

    Ifa Administrator

    3 days ago

    Templegate London, United Kingdom

    **TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: New Business Administrator · **Location**: London · **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. · **Salary ...

  • Cranleigh Personnel

    Ifa Administrator

    6 days ago

    Cranleigh Personnel London, United Kingdom

    **Based City, London** · **Salary £30,000 - £38,000 depending upon experience** · **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** · Do you feel frustrated in your current role as you are not having the mentoring/trainin ...

  • Independent Resourcing Consultancy

    Ifa Administrator

    6 days ago

    Independent Resourcing Consultancy London, United Kingdom

    **IFA Administrator**: · - Job Reference: 1455 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: London · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Telep ...

  • Financial Divisions

    Ifa Administrator

    3 days ago

    Financial Divisions London, United Kingdom

    **The Opportunity** · Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. · The company is highly successful and ...

  • Recruit UK

    Ifa Administrator

    1 week ago

    Recruit UK London, United Kingdom

    **Job Title**: IFA Administrator · **Industry**: Financial Planning · **Location**:Remote · **Salary**: £25,000 · **Job Reference**:4117 · Recruit UK is working on an excellent opportunity for a fully remote IFA administration. · Our client is a remote IFA administration firm, wh ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week ago

    Cranleigh Personnel London, United Kingdom

    **Based City, London** · **Salary £28,000 - £36,000 depending upon experience · - plus bonus** · **IFA Administrator** · **Are you looking for your next role within IFA Administration? Looking for somewhere you can remain and develop long term. Would you thrive in a company that ...

  • Brevere Group

    Ifa Administrator

    1 week ago

    Brevere Group London, United Kingdom

    **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 Servic ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED London, United Kingdom

    **Job Title: IFA Administrator** · **Location: London** · **Salary: up to £26,000, dependant on experience and skills** · **The Company**: · We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additional me ...

  • Artemis Recruitment Consultants Ltd

    Ifa Administrator

    1 week ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    Financial Services · London · 15/03/2023 · Type of Position: IFA Administrator - London · Pay: £25k - £30k · **IFA Administrator - London**: · **You will be**: · - Keeping close contact between clients and colleagues · - Retrieving new and historic information about individual cl ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week ago

    Cranleigh Personnel London, United Kingdom

    **IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...

  • Reed Insurance

    Ifa Administrator

    5 days ago

    Reed Insurance London, United Kingdom

    REED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their succ ...

  • Vision-FS Recruitment

    Ifa Administrator

    1 week ago

    Vision-FS Recruitment London, United Kingdom

    IFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...

  • Vision-FS Recruitment

    Ifa Administrator

    1 day ago

    Vision-FS Recruitment London, United Kingdom

    IFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...

  • Blakemore Recruitment

    Ifa Administrator

    3 days ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a Financial Planning practice in London who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. · **Duties**: · - Process business submissions within our service level agr ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week ago

    Cranleigh Personnel London, United Kingdom

    **IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...

  • Financial Divisions

    Ifa Administrator

    6 days ago

    Financial Divisions London, United Kingdom

    **plus Bonus, superb opportunity with amazing benefits** · Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected ...

  • Financial Divisions

    Ifa Administrator

    2 days ago

    Financial Divisions London, United Kingdom

    My client is a dynamic and forward-thinking IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator. · You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning ...