IFA Administrator

This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilitiesClient administration - new business, onboarding, annual reviews and adviceProcessing trades, withdrawals, investment instructionsHelp prepare documents prior to meetingsMaintain client database and recordsLiaising with clients, providers and platformsSupporting the rebalancing of model portfolios following annual reviewsGeneral office administration dutiesThe ideal candidate will have:• Excellent organisational skills• Good eye for detail and accuracy• Gets things done - a doer and completes the task well• Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantageWe are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional ..... full job details .....