IFA Administrator Client Relationship Support
Banking
IFA Administrator, Client Relationship Support
Location: Horsham, Sussex
Salary: £27,000 - £35,000
Contract: Permanent
Hours: Full-time
Working Pattern: Hybrid
The Role
An excellent opportunity has arisen for an experienced IFA Administrator / Client Relationship Support professional to join a growing Wealth Management team.
You will provide administration and client support to Financial Planners, ensuring client work is processed accurately and a high level of service is maintained throughout the client journey.
Key Responsibilities
- Maintain accurate client records and communications
- Prepare and process new and existing client work
- Prepare client packs and meeting documentation
- Liaise with product and investment providers
- Keep clients and Financial Planners updated
- Review completed client files
- Work to agreed KPIs and deadlines
- Support process and service improvements
- Ensure work is completed in line with regulatory requirements
About You
- Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning
- Knowledge of financial products and financial planning
- Excellent organisation and attention to detail
- Strong communication and client service skills
- Good Microsoft Office skills, particularly Excel and Word
- Ability to manage multiple priorities and meet deadlines
- Proactive, professional and team-focused approach
Qualifications
- Cert CII (FS) including R01 and LP2, or working towards
- Working towards the CII Diploma in Regulated Financial Planning (DipPFS)
Benefits
- Competitive salary
- Hybrid working
- Competitive pension
- Private Medical Insurance
- Life assurance and Death in Service
- Annual leave plus bank holidays
- Flexible working
- Professional development and qualification support
Apply now for further information about this opportunity!