Senior IFA Administrator

Recruiter
Anonymous
Location
London
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
Posted
30 Jun 2017
Closes
28 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
We are working with a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. They are now looking to recruit a Senior IFA Administrator reporting directly to the business owner/financial 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 within an IFA Practice
• Experience dealing with HNW clientele - Desired
• Excellent written communication skills - Essential
• Relevant industry qualifications - Desired