IFA Administrator with a boutique Wealth Management company based in Wiltshire.
Competitive basic salary with good benefits.
The successful candidate will work within the administration department coordinated by the Client Services Manager; the head of Admin
The candidate's role primarily, is to assemble and organise client policy information at the necessary points in a client journey, in order to support the role of the Paraplanners and Advisors.
More specifically the role entails the following:
Correspond with policy providers on behalf of the client
Correspond and be a general liaison with the client
Submit any new business on behalf of the client
Facilitate the annual review process of our clients
Process new client information in preparation for their first report meeting
Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance.
Basic admin duties
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