IFA Administrator - Hybrid working pattern

We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.

Key Responsibilities:

• Pre-New Business Queries: Manage queries through Hubspot.

• Letters of Authority: Process and chase to completion.

• Client Preparation: Obtain illustrations and prepare for client meetings.

• New Business Processing: Handle all product types and fund switches.

• Post New Business Processing: Track new business to completion with providers.

• Compliance: Follow AML procedures and ensure all requirements are met.

• Servicing Processing: Handle basic updates, withdrawal requests, tax, plan information, and death claims.

• Database Management: Manage Intelliflo and task database management.

• Service Fee Management: Manage service status and fees for clients.

• Portfolio Summaries: Provide client portfolio summaries and valuations.

• Ongoing Suitability: Maintain suitability records post-client review meetings.

• Document Management: Ensure secure storage of client documents using Papercloud.

• Client Portal Management: Assist clients with portal navigation and onboarding.

What You’ll Bring:

• Experience: Minimum 2 years in an IFA environment.

• Knowledge: Broad understanding of all product areas.

• Skills: Intermediate ICT skills (Word, Excel, Outlook), and database management.

• Qualifications: Industry qualifications (e.g., Diploma) desirable but not essential.

Benefits:

• Holidays: 25 days holiday plus bank holidays, birthday holiday, loyalty holidays, and Christmas closure (3 days).

• Profit Sharing Scheme

• Perks Benefit Scheme

• Pension: Auto-enrolment, increasing with length of service.

• Private Medical Insurance: Available after 12 months.

• Life Assurance

• Long Term Service Awards

• Company Events: Fully funded summer and winter social events.

• Study/Training Program: Generous support for professional development.

If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we'd love to hear from you!