IFA Administrator

We are looking for a Financial Planning Administrator to join our clients team based in Farnborough, Hampshire. We are looking for an individual who has previous experience working for a wealth management firm. Your main duties will include working alongside financial advisers and paraplanners to provide administrative support, along with growing and maintaining a relationship with their clients.Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity. This will be a hybrid working position in Farnborough.Responsibilities:- To produce client portfolio valuations from various investment providers- To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records- To produce Letters of Authority for new clients to service policies- To produce any Letters/Forms required for switches, encashments etc.- Ensure compliance requirements are met on all new business cases- Weekly chasing of all new business cases- Weekly chasing of all existing business enquiriesExperience & Qualifications- Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.- IT literate- Numerate and literate with some knowledge various administrative process ideally Investments or financial.- Proven ability to demonstrate precise attention to detail.- Experienced in managing and prioritising own workload.- Experience of MS Office inc. Excel, Word, Outlook and Teams.- Excellent interpersonal skills.- Excellent organisational and planning skills with the ability to multi-task.