IFA Administrator

This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients.

You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.

There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued.

Key responsibilities

• Client administration - new business, onboarding, annual reviews and advice
• Processing trades, withdrawals, investment instructions
• Help prepare documents prior to meetings
• Maintain client database and records
• Liaising with clients, providers and platforms
• Supporting the rebalancing of model portfolios following annual reviews
• General office administration duties

The ideal candidate will have:

• Excellent organisational skills

• Good eye for detail and accuracy

• Gets things done - a doer and completes the task well

• Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage

We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.