IFA Administrator

at  Meredith Brown Associates

Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking an IFA Administrator. This role is offered on a hybrid working arrangement – minimum of three days in the office each week. When in the office, the role can be based in the City of London or our client’s Surrey office.

EXPERIENCE & QUALIFICATIONS

• Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role
• Team player with a positive, results orientated approach
• Excellent communication skills
• Strong organisational skills.
  To apply for this opportunity, please email your CV to: linda@meredithbrown.com
  Ref: LT946001
  Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

• Processing new business
• Servicing clients
• Managing TPA/TA/counterparty activities
• Undertaking all administrative duties e.g., opening and distributing post
• Monitoring receipt of stock and cash and associated reconciliations
• Maintaining client records
• Processing client money transactions.