The Client

A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London

The Role

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager, and Paraplanners.

• The IFA Administrator will be responsible for Client Data Input and Client Record Maintenance.
• The IFA Administrator will maintain a Daily Activity Diary via Intelligent Office and will issue and follow up information requests to Life and Investment companies and issue LOA’s to providers.
• The IFA Administrator will summarise and gather information for Wealth Planners for Recommendation Reports and will be the Internal Liaison with the Investment Managers.
• The IFA Administrator will be responsible for producing Valuation Reports and preparing Valuation Reports for Client Meetings.
• The IFA Administrator will submit and process New Business adhering to Compliance Requirements.
• The IFA Administrator will liaise with Providers regarding Fee Statements and will collate meeting packs and produce Finalised Recommendation Reports for financial planning clients.