IFA Administrator role involves supporting Advisors and ensuring smooth general operations. Key responsibilities include managing client relationships, coordinating meetings, preparing review packs, conducting research, liaising with providers, and processing transactions.
* Assist IFAs in managing client relationships, processing new business applications, and maintaining accurate client records.
* Coordinate and schedule client meetings, handle appointment bookings, and maintain the IFA's calendar.
* Prepare client review packs, reports, and presentations to ensure accurate and timely information.
* Conduct research and gather data on investment products, providers, and industry regulations to support the IFA's decision-making process.
* Liaise with third-party providers to facilitate transactions and resolve queries or issues.
* Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
* Previous experience in a similar administrative role within the financial services sector.
* Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
* Strong attention to detail and accuracy in data entry and documentation.
* Proficient computer skills, including MS Office Suite and CRM software.
* Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.