IFA Administrator

Monday-Friday Full-time Hybrid after probationary period

Newcastle-under-Lyme

Competitive Salary DOE

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation, varied and demanding workload. Providing support to the Financial Advisor and paraplanners to ensure the best possible service to both new and existing clients.

• Producing and collating client meeting documentation for the Financial Advisor this includes portfolio valuations, application forms and regulatory documents.
• Producing new business packs for a range or products including pensions, investments, trusts
• Processing fees in relation to new and ongoing business and following up for payment
• Monitoring and updating the progress of all new business
• Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
• Responding to queries and enquiries from advisers, clients and product providers

• Previous experience working as IFA Administrator, IFA Client Support, Wealth Management Administrator or a similar role is essential
• Experience working across the whole of the market including Trusts, Bonds, Investments, Pensions
• Ideally experience using Intelligent Office, Dynamic Planner, FE Analytics or similar
• Good communication skills, via email and phone, are an essential quality
• Good time management and organisational skills are vitally important.
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
• Company pension
• 28 days holiday including bank holidays
• Birthday off
• Free parking
• Company events
• Training and qualification opportunities