IFA Administrator

Job Description: IFA Administrator

Company: Carlton Asset Management Limited
Location: Leatherhead
Employment Type: Full-Time
Salary: £28,000 - £34,000

Carlton Asset Management is a well-established financial services firm dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals provides tailored financial solutions, including investment planning, estate management, and retirement planning, to individuals and families. We are committed to delivering exceptional service and expertise to our clients.

We are seeking an experienced Financial Administrator to join our team. The successful candidate will play a vital role in supporting our financial advisor's and ensuring the seamless execution of our client's financial plans. This is a full-time position based in Leatherhead.

• Client Support: Assist financial advisor's in managing and maintaining client relationships, including responding to client inquiries and requests.

• Financial Planning: Collaborate with financial advisor's in the preparation of financial plans, investment strategies, and retirement planning.

• Research and Analysis: Conduct thorough research on financial products, investment opportunities, and market trends to provide informed recommendations to clients.

• Documentation and Reporting: Prepare and maintain client records, investment documentation, and compliance reports. Ensure accuracy and completeness of all records.

• Regulatory Compliance: Stay up-to-date with industry regulations and compliance standards, ensuring that all activities adhere to legal and regulatory requirements.

• Administrative Support: Handle administrative tasks such as scheduling client meetings, managing calendars, and supporting general office operations.

• Data Management: Maintain and organise financial data, client portfolios, and records.

• Quality Assurance: Review and cross-check financial documents, ensuring accuracy and completeness.

• Proven experience in financial administration, preferably in a similar role within the financial services industry.

• Strong understanding of financial products, investment strategies, and financial planning.

• Knowledge of regulatory requirements in the financial services industry.

• Excellent organisational and time management skills.

• Proficiency in financial software and tools, including CRM systems and portfolio management software.

• Strong communication skills, both written and verbal.

• Detail-oriented and a commitment to delivering high-quality work.

• Ability to work well in a team and collaborate effectively with financial advisor's.

• Competitive salary: £28,000 - £34,000, commensurate with experience.

• Opportunities for professional development and growth within the company.

If you are an experienced financial administrator looking for an exciting opportunity to join a reputable financial services firm, we encourage you to apply.

Carlton Asset Management is an equal opportunity employer. We welcome candidates from all backgrounds and are committed to fostering a diverse and inclusive workplace.