Financial Planning Administrator

Bishop'S Stortford Source: WhatJobs

£35,000–£40,000

Senior IFA Administrator
Bishop’s Stortford
£35,000 – £40,000

We are working with a well-established wealth management business that is looking to add an experienced Senior IFA Administrator to its Client Services team.

This is a varied role supporting high-net-worth clients, working closely with Advisers, Relationship Managers and Wealth Planners to deliver a high level of client service.

You’ll be involved across the full client journey, from onboarding and new business through to ongoing administration, provider liaison and adviser support.

Key Responsibilities

Supporting new client onboarding, including AML checks, risk profiling and Letters of Authority
Processing investments, protection policies, transfers, contributions and withdrawals
Maintaining accurate client records and back-office systems
Liaising with clients, providers and platforms to progress requests
Managing client queries and keeping them updated throughout the process
Preparing documentation and annual review packs for Advisers

We’re looking for someone with:

Previous IFA / financial planning administration experience
Good knowledge of financial planning processes and products
Experience dealing with clients, ideally HNW clients
Excellent attention to detail and strong organisational skills
Good Microsoft Office and IO skills
CII Level 4 or a willingness to work towards a professional qualification would be advantageous

Benefits

£35,000 – £40,000 salary
Office-based role in Bishop’s Stortford
Flexible hours, standard are 9am - 5pm
Ongoing professional development and training
Free onsite parking
28 days holiday
Pension: 5% ee & 5% er
Discretionary bonus
DISx 8,PHIand Private Medical Insurance
Professional development and study support
Opportunity to develop your career within an established wealth management business