Ifa Administrator - London, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 what is right for their clients is best for the business.

An excellent opportunity to work as an IFA Technical Administrator within a close-knit, busy, and successful team.

This position is to provide exceptional quality technical and general administrative support to the Private Client Director and other membersof a busy and successful team.

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

The role will suit an experiencedadministrator who enjoys working autonomously in a driven and high-performing team.

As an IFA Technical Administrator your role will involve:

Organise and diarise meetings on behalf of the Private Client Director
Provide agendas and information requests prior to client meetings, if required
Assist with general administration as required e.g., adhoc scanning and filing
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)
Schedule and manage to followup tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
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
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

To be considered for the IFA Technical Administrator role you must have:

At least 1-2+ years' experience within the independent sector of the financial services industry, in a relevant administration role i.e., family office or HNW/UHNW IFA/wealth management rather than provider
Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection
Demonstrable experience in delivering client service at the highest level
Experience in using iO or equivalent system to perform an administrative role; knowledge of Transact and international experience will be an advantage
Excellent IT skills with excellent 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.

Working hours:

As an IFA Technical Administrator, you'll be required to work Monday to Friday 9.00 am pm.

Our client is offering the successful IFA Technical Administrator:

£25,000
£35,000 Basic
Attractive benefits package
Bonus Scheme
Progression opportunities
Hybrid Working

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.