IFA administrator

Fram Search

Posted a day ago, valid for 8 days

Bridgwater, Somerset TA70BE, England

Full Time

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Sonic Summary

Our client, an independent financial planning firm, is seeking an IFA administrator to provide comprehensive administrative support to their Financial Planning and paraplanning team.
The position requires at least a few years of administrative experience within an IFA, bank, or financial services, with a desirable knowledge of Intelligent Office (IO).
The role involves managing client relationships, processing new business applications, and producing client valuation reports, all within a hybrid work environment.
Candidates should possess strong skills in Word, Excel, and Outlook, along with excellent customer service and communication abilities.
The salary for this position is competitive, reflecting the experience and skills of the successful candidate.

Career progression
Hybrid
Knowledge of IO would be desirable

Our client is an independent financial planning firm is committed to providing excellent customer service to client. Due to internal movement, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting three financial advisors, allowing you to get to know the clients, the paraplanning methods and Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. Some of the responsibilities:

Managing client relationships
Being a key point of contact for company clients and external stakeholders.
You will work within a client support pod structure, your pod will include financial planners and paraplanners, with all team members working closely on a dedicated client group.
Other duties will include answering the phones, scanning, and dealing with inbound and outbound post,
Managing visitors
Processing new business applications and monitoring to completion
Liaising effectively with providers
Administering clients’ investments and arranging the withdrawal of client monies
Producing client valuation reports
Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve.
Compliant maintenance of the back-office software (Intelligent Office) and systems
Comply with the relevant Compliance, Treating Customers Fairly, SMCR, Anti-Money laundering procedures and relevant FCA rules at all times
Other ad-hoc administration duties as required

An ideal candidate will have at least a few years’ administration experience within a IFA, Bank or financial services. Knowledge of IO would be desirable and a good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills.

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