IFA Administrator- Wealth Management-Wendover, Buckinghamshire-Up to and;32,000+Excellent
Ready to take the next step in your Wealth Management career? If you''re an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, growing Wealth Management firm where your contribution will be genuinely valued. Working alongside experienced Financial Advisers and Paraplanners, you''ll play a pivotal role in ensuring clients receive a seamless, professional experience from initial enquiry through to implementation and ongoing reviews. This is a varied, fast-paced position offering exposure to all aspects of financial planning and the opportunity to build a long-term career within a supportive and ambitious business. The Role As an IFA Administrator, you''ll become an integral part of the advice team, supporting advisers across a broad range of client cases by: Processing new business across pensions, investments and protection. Preparing client documentation, valuations and annual review packs. Managing Letters of Authority and obtaining policy information from providers. Maintaining accurate client records and updating back-office systems. Monitoring business pipelines and keeping advisers and clients informed throughout the advice process. Liaising with providers and third parties to ensure applications progress efficiently. Supporting pre-sale and post-sale administration while delivering exceptional client service. Assisting with ongoing ..... full job details .....
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