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[19568] - IFA Administrator – 4 days a week – flexi hours- including school hours

IFA Administrator – 4 days a week – flexi hours- school hours acceptable 

Must have experience within a financial services industry.

An award- winning Financial Planning firm based in Kingston upon Thames are looking for a part time (4 days a week) IFA Administrator.

The Administrator will work closely with the Financial Planners and Client Service Team in analysing clients’ existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed.

Key aspects of the Role

  • Opening, scanning and ensuring post is actioned. Responsibility for answering the phone, taking and delivering messages or directing the calls accordingly
  • Working with spreadsheets and data, analysis of technical data
  • Generate portfolio valuations and review documents for clients
  • Prepare client reviews, review client risk profile, group scheme renewal documentation
  • Maintain and assist with compliance aspects of client communication and updating fact finds
  • Manage and run a team diary for all the financial planners and other staff, including booking client meetings
  • Help to set up meeting rooms, prepare welcome materials for clients, organise and deliver refreshments for clients and visitors
  • Ensure that all the documents, meeting prep and strategy discussions are organised and executed to best prepare for client meetings
  • Maintain our client database and records reliably
  • Preparation of client communication and investment reports
  • Help prepare valuations and other items required by the Financial Planner for client interactions
  • Analysing a client’s existing arrangements by completing a review of the client’s existing plans to ensure that full information has been obtained to allow the Financial Planner to provide the best advice to the client
  • Conducting research on specific solutions as and when required
  • Welcome clients and guests, providing refreshments as necessary
  • Contribute to social media activities (e.g, Writing a blog)
  • Organising gifts for clients (e.g. birthdays, bereavements)
  • Helping to run a small business (e.g. client events, stationery orders, printing, deliveries)
  • Helping to update marketing materials for use with clients
  • Represent the company in a positive and professional manner

Education & Experience

  • 5+ Years financial services experience, ideally with a financial planning firm
  • Excellent communication skills both verbal and written
  • Enthusiastic team player able to work with a variety if people in different roles
  • Proactive and engaged
  • Effective time management skills
  • Analytical and interested in problem solving
  • Great attention to detail
  • Happy to work with various different people in an open plan environment
  • Desire to help our clients and contribute to the growth & success of the company

Required Software & Systems

  • Microsoft Office Suite
  • Adobe

Other Systems Used

  • Intelligent Office (Intelliflo/IO)
  • Voyant/ Timeline/ FE Analytics/ Financial Express/ Finametrica
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