Senior IFA Administrator - Fareham

at  Attivo Group

ESSENTIAL SKILLS AND EXPERIENCE

• Previous experience supporting a Financial Advisor
• Good organisational, time management skills and effective caseload management
• Ability to work well under pressure while maintaining excellent attention to detail
• Ability to work on own initiative, sometimes for long periods of time
• Professional, ethical, and discreet
• Excellent interpersonal, listening, numerical and IT skills

DESIRABLE SKILLS AND EXPERIENCE

• Financial Planning qualifications

ABOUT THE ROLE:

As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director. Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our South Coast office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.

KEY RESPONSIBILITIES INCLUDE:

• The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken.
• General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.
• Updating client details, address changes, Update providers and send letter to client confirming
• Maintain CRM system to keep the Associate Director/ Financial Planner updated throughout the processing of business in accordance with Service Level Agreements
• The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
• Support with MIFID statements as required
• Continuously review own workflows and processes and offer support to other colleagues where appropriate
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the Associate Directors team.