Senior IFA Administrator; Hybrid

Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector.

Day-to-day of the role:

• Client Administration:
  • Prepare client documentation and suitability report packs.
  • Process new business applications for investments, pensions, protection, and savings products.
  • Manage client records and maintain CRM systems.
  • Handle client correspondence via email, telephone, and post.
  • Schedule client meetings and prepare meeting packs.
• Provider and Product Liaison:
  • Contact pension, investment, and insurance providers for information and updates.
  • Obtain valuations, policy information, and fund details.
  • Track outstanding business and follow up on applications.
• Compliance and Regulation:
  • Ensure client files meet FCA and company compliance standards.
  • Complete anti-money laundering (AML) and Know Your Customer (KYC) checks.
  • Maintain accurate audit trails and client documentation.
  • Support advisers during compliance reviews and audits.
• Business Processing:
  • Process pension transfers, investment applications, withdrawals, and fund switches.
  • Monitor pipeline business and provide progress updates.
  • Resolve administration issues with providers and clients.
• Client Service:
  • Respond to client queries professionally and promptly.
  • Build strong relationships with clients and providers.
  • Support ongoing client review processes.

Required Skills & Qualifications:

• Essential:
  • Previous IFA administration experience.
  • Strong attention to detail and accuracy.
  • Excellent communication and organisational skills.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines.
  • Knowledge of pensions, investments, and protection products.
  • Familiarity with FCA regulations.
  • Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner.

Benefits:

• Competitive salary based on experience.
• Opportunities for career progression within the financial sector.
• Supportive and dynamic work environment.
• Access to industry training and development.