Ifa Administrator 2 days home working option

IFA AdministratorLocation: Bath (Hybrid - 2 days home / 3 days office)Hours: Full TimeDepartment: Administration and Adviser SupportAn exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients.The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently.This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO).Key ResponsibilitiesClient Review PreparationIdentify clients due for review using IO tasks.Contact clients to arrange review appointments.Prepare and manage client files and ensure all documentation is up to date.Source pro-forma information, gather missing data and upload to IO.Administrative and Client SupportSupport a team of financial advisers with day-to-day administration.Respond to incoming calls, emails and the central enquiry mailbox.Book internal meetings and manage the central diary.Meet and greet clients, set up meeting rooms and ensure smooth client appointments.New Business ProcessingSubmit applications and upload relevant documentation to providers.Proactively monitor ..... full job details .....