IFA Administrator

This hybrid-based IFA Administrator job near Reading is suitable for an individual experienced within financial planning, keen to join a growing company

You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.

The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.

As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include :

• Providing proactive support to their Financial Advisors
• Managing the Financial Advisors diary and arranging client meetings
• Contacting clients through various methods to ensure the advice process is not held up
• Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
• Prepare meeting packs and information ahead of client appointments
• Process new business
• Key illustrations, projections and valuations

IFA Administrator Requirements

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