Overview
Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
- Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
- Ensure all compliance paperwork is accurately completed and maintained.
- Prepare application forms and supporting documents for the advice process.
- Process and manage new business and servicing cases, including more complex transactions, through to completion.
- Monitor the progress of applications and proactively update Advisers on any issues or delays.
- Action servicing requests and changes to clients investments.
- Prepare client portfolio valuations and review packs.
- Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
- Minimum of 3 years experience within an independent financial planning or wealth management firm.
- Strong understanding of financial planning products, processes, and compliance requirements.
- Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
- Excellent attention to detail with strong numeracy and literacy skills.
- Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.
Benefits
- 4x life assurance
- Critical illness cover (2x)
- Employee Assistance Programme
- Health Cash Plan
- 5% employer pension contribution
- Discretionary annual bonus
- 22 days holiday plus bank holidays (option to purchase an additional 5 days)
- Hybrid working
- Both full-time or part-time hours considered
#J-18808-Ljbffr