IFA Administrator
15 days ago
Bath
A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners – you will be a vital part of the team and ongoing advice process. Key responsibilities will include: • Providing day-to-day administrative support to Financial Planners, • Obtaining information from providers regarding clients’ existing financial arrangements, • Preparing client valuations and review packs ahead of meetings, • Processing new business and ensuring all documentation is correct, • Maintaining accurate client records on the back-office system, • Managing your own caseload of client work and tasks, • Handling client and provider correspondence, • Acting as a point of contact for client queries, • Ideally at least 1 years’ experience within a financial planning/ifa environment, • Experience using Microsoft Office (Word, Excel and Outlook), • Knowledge of financial services systems and processes, • An un...