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.