IFA Administrator

  • Location:

    London, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    John Keane2

  • Contact email:

    john.keane2@search.co.uk

  • Job ref:

    Req/546425

  • Published:

    6 months ago

  • Expiry date:

    2020-02-02

  • Start date:

    16/12/2019 08:19:57

IFA Administrator based in London with a prestigious and successful financial services company

Competitive basic salary, performance related bonus and excellent benefits.

You will be providing 1-1 support to a designated Adviser.

The role:

* Managing leads with the Client Relationship Management system
* Ongoing client communication regarding meetings, arranging appointments and diary management
* Preparing meeting packs and Valuations for client appointments
* Call management/ Client contact
* Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
* Checking new business paperwork, banking cheques, scanning and archiving documents
* Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
* Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
* Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.