IFA Administrator

Description

Job Title: IFA Administrator

Location: Ipswich

Salary: £27,000 - £32,000 DOE

Hours: Monday to Friday, 9 AM - 5 PM (1 hour lunch)

Benefits: 24 days of annual leave (+1 extra day for your birthday), 5% pension contribution, bonus scheme, death in service (DIS), free parking

About the client:

My client is a well-established Financial Services firm, part of the St. James's Place model, celebrating 11 years. They are experiencing growth and are looking for two dedicated IFA Administrators to join their dynamic team of 12, which includes six advisors and five administrators.

Role Overview:

As an IFA Administrator, you will play a crucial role in supporting the advisors and ensuring the smooth running of their operations. You will manage various administrative tasks, provide excellent client service, and contribute to the overall success of our practice.

Key Responsibilities:

Manage the Letter of Authority (LOA) process from start to finish, providing regular updates to advisors.

Prepare meeting materials for client review meetings and send post-meeting advice packs to clients.

Send meeting confirmations and follow up with advisors to ensure meeting notes are documented.

Maintain our CRM system, complete actions from meetings, and manage client review documents.

Coordinate client birthday lists, order gifts, and write birthday and Christmas cards.

Handle general administration tasks including post, printing, and answering telephone calls.

Address client queries and assist with new client welcome calls.

Perform stock orders, property checks, and weekly food shopping.

Produce analytics reports, Voyant reports, and strategy proposals.

Schedule client reviews and send Zoom invites; set up presentation packs.

Order and distribute the Investor magazine and monthly OLWAs.

Process client withdrawals, change of details, and manage the register of death.

Assist with event planning and coordination, and write suitability letters.

Support fund switches, EBS submissions, and stock transfers.

Update client records and chase pipeline business, providing updates in weekly meetings.

Greet clients upon arrival, ensuring parking arrangements are made in advance.

Provide support in other roles as needed.Qualifications:

Previous experience in a financial services environment is essential; experience with St. James's Place is preferred.

Background in banking is also considered.

Strong organizational skills with the ability to manage multiple tasks in a fast-paced environment.

Excellent communication skills and a commitment to providing outstanding client service.

Proficiency in CRM systems and Microsoft Office Suite.Why Apply?

You’ll be part of a hardworking, supportive team in a growing firm with opportunities for career development, including pathways to becoming a paraplanner if desired. My client value dedication and a positive attitude, and are looking for individuals who thrive in a collaborative environment.

If you’re ready to take on this exciting opportunity, we’d love to hear from you

Ad ID: 5416905777