IFA Administrator

  • Location:

    Devon, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:


  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • 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

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