IFA Administrator

Working pattern:4-5 days per week, of which at least 3 to be office based

About Us:

At Heritage Wealth Solutions, were a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, weve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley.

We take pride in building strong, lasting relationships with our clients and helping them secure long-term success. If you share our commitment to excellent service wed love to hear from you.

About the Role:

We are seeking an experiencedIFA Administratorto join our team. The candidate will play a pivotal role in supporting our advisers by ensuring the smooth day-to-day running of administrative processes and client servicing as well as providing general office support and ensuring compliance with financial regulations.

Key Responsibilities:

• Provide administrative support, including preparing reports, correspondence, and documentation.
• Process applications, transfers and other client-related documents efficiently and accurately.
• Liaise with providers and clients, ensuring seamless communication and excellent service.
• Work with investor platforms such asAviva, assisting with client accounts and portfolio updates.
• Prepare documentation for client meetings, including valuations, reports, and letters of authority.
• Maintain and update client records usingIntelligent Office.
• Providing other general office support, ensuring compliance with FCA regulations at all times

About You:

To succeed in this role, you will have:

• Proven experience in an IFA administration roleor a similar role.
• Proficiency in usingIntelligent Officeand investor platforms such asAviva.
• Strong understanding of financial products & services, including pensions and investments.
• A proactive and client-focused attitude.
• Excellent communication and interpersonal skills, with a friendly persona and can-do attitude.
• Good organisational and time-management skills, with keen attention to detail.
• Familiarity with FCA regulations and compliance requirements.

What We Offer:

• The opportunity to make a big difference in a small supportive and welcoming team.
• Opportunities for professional development and training.
• Competitive salary and benefits package
• Flexibility and hybrid working options for better work-life balance

How to Apply:

If you meet the above criteria wed love to hear from you. Please send your CV and a cover message the sooner the better, but no later than 15thJanuary.

Heritage Wealth Solutionsis an equal opportunities employer.