IFA Administrator

  • Location:

    Devon, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    John Keane2

  • Contact email:

    john.keane2@search.co.uk

  • Job ref:

    Req/549524

  • Published:

    6 months ago

  • Expiry date:

    2020-02-23

  • Start date:

    24/01/2020 14:34:29

IFA Administrator based in Devon with a well established Wealth Management company

Competitive basic salary with good benefits

Summary of Position

To support the wealth managers both in terms of new business and offering a high level of ongoing service

Main Duties

Support wealth manager to meet business targets
Act as day-to-day point of contact for client service to resolve administrative issues

  • Manage wealth manager's diaries by booking meetings
  • Help wealth manager prepare for meetings
  • Assist Paraplanner(s) to conduct product and investment research
  • Assist Paraplanner(s) to write suitability letters to confirm advice
  • Help ensure files are compliant and complete
  • Process new business and track to completion
  • Write letters to clients and providers as appropriate
  • Provide a high level of service to clients, including regular valuations
  • Perform general office administration tasks, such as handling post and emails
  • Maintain and update backoffice systems, including Wrap platform
  • Help organise events and seminars
  • Perform other ad-hoc tasks in the office as required

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.