We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.

Key Responsibilities:

• Pre-New Business Queries: Manage queries through Hubspot.

• Letters of Authority: Process and chase to completion.

• Client Preparation: Obtain illustrations and prepare for client meetings.

• New Business Processing: Handle all product types and fund switches.

• Post New Business Processing: Track new business to completion with providers.

• Compliance: Follow AML procedures and ensure all requirements are met.

• Servicing Processing: Handle basic updates, withdrawal requests, tax, plan information, and death claims.

• Database Management: Manage Intelliflo and task database management.

• Service Fee Management: Manage service status and fees for clients.

• Portfolio Summaries: Provide client portfolio summaries and valuations.

• Ongoing Suitability: Maintain suitability records post-client review meetings.

• Document Management: Ensure secure storage of client documents using Papercloud.

• Client Portal Management: Assist clients with portal navigation and onboarding.

If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we'd love to hear from you!