IFA Admin

Role Overview

This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside the Administration Manager/Team Leader and wider administration team, you will play an important role in keeping client cases and day-to-day activities progressing smoothly.

Key Responsibilities

• Provide reliable and proactive administrative support to Financial Advisers
• Coordinate Adviser diaries, arrange appointments and manage client meeting schedules
• Communicate with clients via telephone, email and online portals to obtain information and documentation required to progress cases
• Follow up with product providers and other relevant third parties to obtain outstanding information or requirements
• Prepare documentation, reports and meeting materials ahead of client appointments
• Assist with the processing and administration of new business from initial submission through to completion
• Produce and update illustrations, projections and valuations as required
• Prepare invoices and maintain accurate records of Adviser remuneration, following up with providers and clients where payments or information remain outstanding
• Handle incoming and outgoing correspondence, ensuring post is opened, prioritised, scanned and distri...