IFA Administrator

IFA AdministratorMajority remote with monthly meet-up in Gerrards Cross35 hours per week, last Friday of every month offSalary - £30,000A growing independent financial planning firm is looking to appoint a IFA Administrator to support its team of Financial Planners and Technical Specialists. The business provides bespoke life and financial planning to individuals and families, helping clients build, manage and preserve their wealth through tailored long-term strategies. This is a primarily remote role with one in-person team day each month in Gerrards Cross.Key responsibilitiesProcessing new and existing businessSupporting the onboarding of new clientsManaging client review processesResponding to queries from clients, providers and colleaguesLiaising with clients to arrange meetingsMaintaining accurate client records using the back-office systemWorking closely with Financial Planners, Technical Specialists and providers to ensure a smooth client journeyAssisting with suitability letters and reportsRequirementsIdeally 2+ years'' experience within an IFA or wealth management environmentStrong organisational skills and attention to detailStrong written and verbal communication skillsGood IT skillsPackage12 additional wellness days (last Friday of every month off)Annual bonus based on personal and company performancePrivate medical insuranceLife assurancePension contributionsRemote working with monthly team meet-ups in Gerrards CrossFully funded training towards professional ..... full job details .....