Senior IFA Administrator

Recruiter
Coast Specialist Recruitment
Location
London
Salary
30000.00 GBP Annual
Posted
11 Aug 2017
Closes
08 Sep 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

Senior Wealth Administrator

Reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment.

Key Responsibilities

  • Liaising with the existing para planners and administrator.
  • Management of existing workflow
  • Proactive management of client servicing CSM.
  • Appointment making, diary and client event management.
  • Implementing and overseeing Compliance and Training and Competency requirements of the practice.
  • Manage the end to end business processing in line with practice and regulatory standards.
  • Ensure all client files are accurate and up to date.
  • Oversee the on boarding of new clients through to CSM
  • Dealing with clients and liaising with external providers.

Requirements

  • 3+ years experience working within an IFA.
  • Experience dealing with high net worth clients.
  • Understanding of the product solutions used with high net worth clients.
  • Excellent written communication skills - essential
  • You are well spoken and have excellent telephone skills.
  • Strong time management, organisation and prioritisation skills.
  • Attention to detail with absolute precision.
  • Professional, friendly and approachable manner to clients, colleagues and providers.
  • Able to work to strict deadlines and with conflicting demands without compromising quality.