IFA Administrator

An excellent opportunity has arisen for an IFA Administrator to join a highly regarded, Chartered financial planning and wealth management practice based in Bradford-on-Avon. This is a business that has built its reputation around delivering high-quality, genuinely client-focused financial planning, supported by a team that takes real pride in the service it provides. The firm places just as much value on its support team as it does its advisers and is committed to providing the training, development and support needed for people to build long-term careers within the business. The Role As an IFA Administrator, you will play a key role in supporting the firm''s advisers and paraplanners, ensuring client work is progressed efficiently, accurately and to a high standard. You''ll become an integral part of the team, managing a varied workload and helping to deliver an excellent client experience from initial application through to ongoing servicing. Your responsibilities will include: Processing new business across pensions, investments and protection, from initial submission through to completion Preparing client valuations, portfolio reports, review packs and other documentation for adviser meetings Liaising with providers and platforms to obtain information, chase outstanding requirements and progress cases Maintaining accurate and detailed client records on the firm''s back-office system Handling client queries by telephone and email, providing a professional and personable ..... full job details .....