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We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA Administrator into their team. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued.
The Role
You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams.
Key Responsibilities
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Updating client plans and personal information on the back office system
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Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data
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Liaising with external providers across product ranges to obtain accurate valuation and fund information
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Requesting electronic valuations via Gateway
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Downloading fund fact sheets and ensuring correct funds are used
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Producing Annual Review Packs for adviser meetings
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Preparing fund fact sheets and simple post-review (MIFID) letters
What We’re Looking For
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Previous experience in an IFA environment (minimum 1 year required)
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Understanding of pensions and investment products
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High level of accuracy and strong data entry skills
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Organised, methodical and able to manage multiple tasks
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Confident communicator with good phone manner
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Proactive team player who can also work independently
Benefits
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Company pension
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Life insurance
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Free and on-site parking
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Additional leave
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Company social events
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Sick pay
If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.
