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IFA Administrator with a Wealth Management company based in Hampshire.

Competitive basic salary with good benefits

The Role

  • The individual will be working in a small team providing support to the financial advisers

The Candidate

  • The ideal candidate will have experience working in financial services-based companies, preferably an IFA. The candidate will have experience using XPLAN, or similar and should be confident dealing with high-net-worth private clients. Preferably, the candidate will have experience with WRAP platforms and is working towards the Diploma in Financial Planning.
  • This is a position that requires a key team player and someone who is readily available to deal with different tasks throughout their working day.

Core Responsibilities

  • Provide daily administrative support to the financial advisers and their paraplanners
  • Help to maintain the client database
  • Implementing new business and advice given to clients
  • Assisting and contributing to the development of the financial planning proposition, new processes, and systems within the team.
  • Basic report writing
  • Liaising with product providers and clients
  • General office duties where required, for example answering the office phone