Senior IFA Administrator - Hybrid Working - Brevere Group : Job Details

Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

• To provide business support to Financial Advisers, working within the agreed business objectives
• Administrative support to encompass the processing of new business and client valuations
• To maintain and update client information.
• Letter of authority issue and chasing
• Chasing financial information from clients
• Provide outstanding customer service to meet expectations of clients, and colleagues.
• Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within Financial Services

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role, in the office 3 days per week.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.