IFA Administrator

Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of business, high-quality client service and compliance with regulatory requirements. The role is key in delivering a seamless end-to-end client experience. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week. Key Responsibilities Client Support and Administration Letters of Authority. Obtaining Illustrations and preparation for Client Meetings. New Business Processing (all product types) and Fund Switches. Chasing New Business through to completion with providers. Follow AML Procedures and ensure all requirements are met. Servicing Processing, including but not limited to Basic Updates (Address, Name, Marital), Withdrawal requests, Tax information, Plan information, Death Claims. Intelliflo Database Management/Task Management. Ensuring Intelliflo Database is updated with all transactional elements of a client''s portfolio. Service Status and Fee Management for your Advisers clients. Fee and Invoice Processing. Provide Client Portfolio Summaries and Valuations. Ongoing Suitability Processing following Client Review meetings. Papercloud Document Management. - ensuring all clients documents securely stored. Client Portal Management - ensuring all clients can onboard ..... full job details .....