Senior IFA Administrator

recruitment22

Posted 5 hours ago, valid for 21 days

Cheadle, Cheshire SK8 6JZ, England

Full Time

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Sonic Summary

The company is seeking a Senior IFA Administrator to support advisers in a productive team environment.
Candidates should have experience in paraplanning tasks and a minimum of three years in a similar role.
The position offers a salary of £35,000 to £45,000, depending on experience, along with benefits including hybrid working and a discretionary year-end bonus.
Key responsibilities include managing new business submissions, producing client meeting materials, and conducting financial analysis.
A flexible attitude and a collaborative spirit are essential for success in this close-knit professional office.

Currently recruiting a Senior IFA Administrator to provide support to advisers. You will work alongside a highly productive team providing administrative and paraplanning support so some experience of paraplanning tasks would also be required in this role. You will offer a friendly, efficient, professional and effective client service with a focus on quality and accuracy. A genuine ‘team spirit’ is vital, as is a flexible attitude to the duties and responsibilities of the role. There will always be a requirement to deliver solid administrative support throughout at every level. Someone able to work in a small, close-knit professional office to support the team and be recognised would be ideal. Your duties will include:

Prompt, accurate and compliant submission of new business
Managing pipeline business and rectifying any concerns which may arise
Produce valuations and meeting packs for client review meetings
Attend client meetings, make notes and take on follow-up tasks
Screening and processing advisers post, e-mails and calls
Suitability report writing, financial analysis and fund / product research

Your benefits will include:

Hybrid working (2-3 days in the office)
Discretionary Year End Bonus
25 days holiday plus bank holidays
4x Death in service

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