Senior IFA Administrator

Job description

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral.

Specific responsibilities

• Act as first point of contact to client queries, supporting both new and existing clients
• Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
• Keep an accurate records of Adviser charges and ensure they match client agreements
• Keep an up to record of new client leads
• Process of new business / servicing changes on Provider platforms and update CRM system
• Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of clients records
• Produce and package full client meeting packs for 'sign up' meetings and ensure new client packs are available for each designated / allocated Adviser
• Produce and package client annual review packs for advisors - appointment and electronic
• Oversee other Administrators

Candidate should come from a similar background and have experience from within an IFA firm.