Wealth Planning Ifa Administrator - City of London, United Kingdom - Davies Resourcing

Davies Resourcing
Davies Resourcing
Verified Company
City of London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
The resourcing team at Davies are working with this well established IFA Wealth Manager. Due to acquisition the London office is growing rapidly. A new role has arisen to join the Administration and Paraplanning team to support the IFA's. The firm has aprogressive culture, embraces technology and offers hybrid working.


Duties and responsibilities will include:

  • Provide general administration support including cash account management, Tax summaries, Trade activity and HMRC correspondence
  • Liaise with internal and external stakeholders, product providers etc
  • Act as the point of contact for clients and managing workflows to ensure the services are delivered in a timely manner
  • Updating IO, the adviser software, internal trackers, CRM, client files and spreadsheets.
  • Maintaining client records to streamline information for the business giving relevant, current, and quality management information
  • Undertake regular monitoring of client's cash accounts ensuring accuracy such that assets are appropriately invested including monies held in the cash accounts.
  • Produce correspondence and reports for clients
  • Populate client tax summaries
  • Manage workflows highlighting any critical issues to the Head of Operations
  • Produce weekly MI for the weekly Operations Meeting.
  • Experience in an IFA Administration role with sound knowledge of the wealth planning industry
  • CII Diploma qualified or working towards
  • An interest in further study supported by the company
  • Comfortable liaising with clients and producing first class documentation
  • Strong communication skills
  • The ability to manage internal processes and improve working practices
  • A working knowledge of Investment platforms, their operation and processes
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