IFA Administrator

We are currently recruiting for a Financial Planning practice in Berkhamsted who are looking to recruit an experienced IFA Administrator.

The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.

The firm sets itself apart from its competitors by having the following strategic differences:

• Bringing together strategic financial planning with global investment advice

• Net worth performance reporting

• Using fixed fees and hourly rates to eliminate conflicts of interest

Job Purpose

• To provide first class administration to the client services team

• To support the firm in delivering high quality, independent advice to clients

Job responsibilities

• Gathering data and preparing client valuations each month
• Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing
• Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports
• Liaising with implementation team, and product providers, to monitor and progress client transfers...