Our client is an established Independent Financial Advisor firm in North London, seeking an experienced IFA administrator for its friendly team (Hybrid role 2+3).

HYBRID - Working directly for a Partner, the role will include:

• Day to day running of appointments with clients and servicing of queries and instructions.
• Calendar management, scheduling of client meetings and booking meeting rooms
• Summary notes after meetings and recording actions
• Preparation of client packs and new business client files with compliance documents.
• Administration of client investment portfolios, liaising with new and existing clients
• Preparing packs for the annual financial discussion with clients
• Liaising with the service providers re submission/authority of new/existing applications
• Responsible for the submission of switch/rebalance applications to service providers.
• Preparing new business investment quotes on the service provider websites for clients.
• Requesting risk quotes from insurance companies for clients and making risk applications
• Preparing quotes for pension/investment payments in order for it to be regulation compliant.
• Onboarding and updating of client database using Intelligence Office system
• Assisting with compliance for quarterly visits from the Compliance Officer
• Assisting clients with any servicing requirements by email, telephone or face to face.
• Weekly client progress updates with partner.

IFA (Independent Financial Advisor firm) admin experience is essential. This company provides an excellent service, is very friendly and renowned for looking after its staff.