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Recruit UK
London
Job Title: IFA Administrator (part time) Industry: Financial Planning Location: London Salary: £16,000 Job Reference: 9070 Job Description: Recruit UK are working with a fantastic company based in London, looking to expand their Mortgage Admin team. Our client specialising in financial planning and mortgage advice across the UK, with a focus o
Job Source: Recruit UKHeat Recruitment
London
A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support a Senior Adviser with PA and IFA Administrator duties on a part time basis.This role is 20 hours a week (9am - 1pm Monday to Friday) with some flexibility around this. This would suit an experienced IFA Administrator seeking
Job Source: Heat RecruitmentVision-FS Recruitment
Caterham
Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years+ IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to £32,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expan
Job Source: Vision-FS RecruitmentHeat Recruitment Ltd
City of London, Greater London
Role: IFA Administrator Location: City of London Salary: Up to £35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services prof
Job Source: Heat Recruitment LtdAllerton Park Recruitment Solutions
London
Administrator - Basic £30K - £34K + Disc Bonus and Benefits. A successful and high quality Financial Planning practice is looking for an additional Administrator to join their team. This role will have primary responsibility for supporting a Director and their Clients as part of a fully developed Support and Technical team. Role duties include busi
Job Source: Allerton Park Recruitment SolutionsHeat Recruitment
London
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 5 years' administration/ clie
Job Source: Heat RecruitmentTaylor James Professional Recruitment
London
Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request To provide support to Paraplanners & F
Job Source: Taylor James Professional RecruitmentVision-FS Recruitment
Epsom
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week wor
Job Source: Vision-FS RecruitmentLondon
We are currently recruiting for a highly regarded Wealth Management company in London who are looking to recruit an IFA Administrator on a Part Time basis 20-25 hours a week.
Purpose of role
To provide exceptional quality PA and general administrative support to the Private Client Director of a busy team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients. They are looking for a candidate who has; exceptional attention to detail, the ability to work autonomously and collaboratively and to use their initiative to achieve great outcomes for clients and the team.
Accountabilities
General administration
Use appropriate systems and processes to submit new business to providers
Chase clients for relevant paperwork and information
Work with the Senior Private Client Administrator to maintain and control the annual suitability review schedule
Use appropriate systems and platforms to update own work i.e. DocuSign, Intelligent Office, and Volume
Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
Maintain distribution lists for central marketing and bulk communications
Handle client queries in a professional and timely manner, distributing to relevant members of the support team as required
Assist the Senior Private Client Administrator with valuation production and fund switches, when required
Organise and diarise meetings on behalf of the Private Client Director
Manage client calls and email queries as appropriate and act on all non-technical queries, sending holding emails where necessary
Client servicing and client files
Complete application forms and send out to clients and providers, including cover letters
Handle all adhoc paperwork i.e. change of address, policy renewal, chasing forms with providers Assist with general administration as required e.g. scanning and filing
Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
Ensure all client information (including meeting notes) are accurately maintained on internal systems, including Intelliflo and the Document Management System, where appropriate
Run client risk tolerances and carry out anti-money laundering checks
Ensure electronic client files are organised and updated, and easily accessible
Provide agendas and information requests prior to client meetings, if required
Experience and Qualifications
The successful candidate will have:
3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role i.e. family office or HNW/UHNW IFA/wealth management
Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
Demonstrable experience of delivering client service at the highest level
Experience of using iO or equivalent system to perform an administrative role; knowledge of Transact and international experience will be an advantage
Excellent IT skills with a good working knowledge of Excel
Excellent written and verbal communication skills with a high level of attention to detail
Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
Relevant industry qualifications will be an advantage, but are by no means essential.
Email Alert for Part Time IFA Administrator jobs in London
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