IFA Administrator

An established and growing independent financial planning and employee benefits firm is looking for an experienced Wealth Management Administrator to join its team. Part of a larger European wealth and benefits group, the business offers full independent advice to companies and individuals, pairing the resources of a bigger organisation with the feel of a small, close-knit team.The roleReporting to the Line Manager, you will provide proactive, efficient support to the wealth management consultants and deliver excellent service to clients across all products and services. This is a full cradle to grave administration role, so you will handle new business through to ongoing servicing, keeping client records accurate and fully compliant throughout.Day to day you will:Process all aspects of new business administrationAction Letters of Authority and produce annual review packsLiaise with product providers to keep requests moving in a timely mannerIssue and chase fees and commissions, and keep fee details up to dateMaintain back office records accurately (the firm uses Plannr) and use system tasks so nothing is overlookedSupport consultants across client servicing, communication and administrationProvide cover for colleagues during holidays, sickness or busy periodsKeep files fully compliant and take on specific projects as the business needsAbout youAt least 5 years'' experience in wealth management administrationStrong technical knowledge across wealth management products and ..... full job details .....