Senior IFA Administrator

Find Core are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.

Permanent position. This role will be based in Edinburgh.

Salary

£33,000 – £43,000, depending on experience

Key Responsibilities

• Provide high-level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and ensure CRM systems are kept fully up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve any outstanding requirements.
• Ensure all work is completed in line with FCA requirements and internal compliance procedures.
• Support and mentor more junior members of the administration team where required.

Skills & Experience

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent is required.
• Good understanding of pensions, ...