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Permanent

Financial Services Administrator

City
money-bag 25000.00-25000.00 Annual
2980962112
Posted 6 days ago

Job Title: Financial Services AdministratorLocation: RemoteSalary: £25,000 - £30,000The ClientWe have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team. The Role of Financial Services Administrator - IFAThis is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.Key Responsibilities: Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.Prepare review letters and meeting packs ahead of client reviews.Maintain accurate and up-to-date client records on the CRM system.Process withdrawals, fund switches, and portfolio rebalancing instructions.Manage the submission and tracking of new business, including preparation of application and trust documents.Handle Letters of Authority and liaise with product providers to obtain and chase information.Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential). The Person: Proven experience in an IFA support role is essential.The candidate must have 2Plan experience. Proficient in using CRM platforms.Strong attention to detail and ability to prioritise tasks effectively.Clear and confident ..... full job details .....

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