Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment. Responsibilties: Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings Client term of Business - Ensuring clients have completed our company terms of business Client servicing request - Amendments to client details, address, income and contributions New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms Death claims - Dealing with all death claims, liaising with advisers, providers, executors Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face Provider communications - Daily communications with numerous providers via phone, email, & platforms Smart Search - Processing smart search request for client records Adviser Support - Supporting advisers for numerous ad hoc requests,queries Liaising with teams - Internal team communications Skills and Experience Excellent organisation skills Able to communicate effectively Effective time management Experience of provider platforms Take responsibility for managing own workload Can work independently and as part of a wider team For more information please contact one of our specialist consultants quoting reference NJR15289 FIN