Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team. This role offers a generous package and opportunities for development. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser. Duties for this role will include: Preparing for client meetings including quote requests, obtaining valuations and appropriate literature Preparing and submitting applications and supporting documents to product providers Chasing providers until case completion, and resolving any issues that may arise Inputting new business proposals to the back-office system in line with Company procedures, ensuring data is updated in full to ensure correct MI reporting Working with an adviser to follow the full new business process until completion Dealing with day-to-day client and provider enquiries Obtaining relevant information from providers The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within a financial services / wealth management environment Positive can-do attitude Eager to enjoy work within a high achieving and committed ...