IFA Administrator

IFA AdministratorLocation: MeridenSalary: Up to £30,000Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free ParkingThe OpportunityOur client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team.This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development.Key ResponsibilitiesProvide comprehensive administrative support to Financial Planners.Act as a key point of contact between Planners, Paraplanners, clients, and product providers.Manage and coordinate adviser diaries, appointments, and client reviews.Maintain accurate and up-to-date client records on back-office systems.Prepare client review packs and post-meeting documentation.Process Letters of Authority and obtain information from providers.Assist with the preparation of Suitability Letters following client meetings.Submit and monitor new business applications through to completion.Process a variety of financial planning transactions, including:ISA contributionsPension transfersFund switchesIn-house DFM investmentsLiaise with clients and providers to ensure an efficient and ..... full job details .....