Description
IFA Administrator
Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.
Key Responsibilities:
* Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
* Prepare client packs, valuations, meeting documentation, and review paperwork.
* Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
* Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
* Maintain accurate client records and update the CRM system in line with internal procedures.
* Support annual review processes and ongoing servic...
Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.
Key Responsibilities:
* Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
* Prepare client packs, valuations, meeting documentation, and review paperwork.
* Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
* Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
* Maintain accurate client records and update the CRM system in line with internal procedures.
* Support annual review processes and ongoing servic...
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