IFA Administrator
Locations: can be based in Glasgow, Stirling or Edinburgh
My client is currently looking for an IFA Administrator to join their team.
The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to clients. The successful candidate will be responsible for the completion of all administration tasks related to delivering the service proposition and building trust and strong relationships with both the clients and the other members of the business.
Role Responsibilities:
- Managing the LOA process for new business
- Maintaining client files and data to a high standard within the regulatory and legislative remits
- Providing support to clients with regards to their existing holdings
- Adding client details and information (personal, portfolio, service, transaction) to the back-office system and ensuring accurate data is held
- Preparing annual review packs for each client
- Processing client instructions in an accurate and timely manner
- Managing the booking of annual reviews for their designated Financial Planner
- Issuing policy documents and other administrative paperwork regarding holdings
- Preparing invoices
- Enabling and supporting our clients to meet their financial goals
- Evidencing and adding value to the clients’ financial plans
- Minimising potential harm to consumers
- Efficiently managing their own workload
- Taking ownership of actions and ensure they are completed in a timely manner
Benefits
- Basic salary up to £35,000
- Hybrid working (3 days a week in the office)
- Pension – 4% employee and 4% employer in year 1, employer will match up to 5% after year 1
- Death In Service – 3 x basic salary
- Annual Leave – 31 days plus 6 stats
- Contributory health care
- Gym discounts
- Cycle to work scheme
- Employee Assistance Programme