UA-185291695-1 IFA Administrator, Jobs, 336

IFA Administrator

IFA Administrator - City of London, London

Ref: 336Wednesday 17 November 2021

£25,000 - £35,000

An IFA firm specialising in dealing with media clients is looking to hire an Administrator to join their technical team and work alongside the Senior Administrator.

A typically, client’s portfolio size ranges from between £200,000 and £20 million. In this role, you will have exposure to a varied level of work that will be challenging but exciting. You will have the chance to enhance your technical knowledge and skills. The teamwork collaboratively to  implement  recommendations  that  align with our client’s objectives

 

Responsibilities:

The role will include submitting business to various investment providers and processing cases to completion.

You will also handle client withdrawals, phased investing and client data maintenance on investment platforms as well as client documentation management.

You will work closely with the Head of Operations, paraplanners and advisers so good communication skills are important.

Submission of business to providers and the CRM system;-Processing submitted business to completion

Submitting and processing client withdrawals

Handling trades, rebalances and phased investing cases

Client  information  maintenance  on  the  investment  platforms  we  use  as  well  as  the  CRM system

Assisting with preparation of paperwork for client meetings and submission of cases

Closing cases (including CRM updating and final checks)

Managing client documentation, including tax packs and certificates

 

To be considered:

Ideally, you will have  at  least  2  years of experience in administration at a financial advisory or investment provider

Excellent IT skills including  Microsoft Office applications and experience with investment platforms and CRM systems

Experience with Intelligent Office