Ifa Administrator

Senior IFA Administrator / Reports to: IFA Team LeaderKey working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm.Role purpose: To provide high-quality, efficient and compliant administrative support to the firm''s financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements.KEY RESPONSIBILITIES1. Client Administration and Service DeliveryManaging a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales.Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm''s requirements.Maintaining accurate client records, workflows, notes and document management on the firm''s back-office and CRM systems.Using the firm''s procedures, workflows and systems effectively to support:- Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy ..... full job details .....