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Job Title: IFA Administrator
Location: Southampton
Salary: £25,000 - £32,500
About the Role:We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise.
Key Responsibilities:
- Stay updated on new financial products, technical developments, and legislative changes.
- Collaborate with advisers and administrators to deliver a professional financial planning experience.
- Compile financial services reports based on completed fact-finds, ensuring FCA compliance.
- Conduct research to identify suitable solutions for clients’ needs and objectives.
- Prepare and discuss suitability reports in line with agreed recommendations.
- Ensure all compliance documentation and client files meet regulatory standards.
- Implement agreed investment strategies and assist with client portfolio reviews.
Skills and Attributes Required:
- Strong interpersonal and communication skills, both written and verbal.
- Exceptional attention to detail and accuracy.
- Ability to prioritize and manage time effectively in a team-oriented environment.
- A flexible, self-motivated, and proactive approach to work.
Qualifications and Experience:
- Financial Services qualifications are desirable but not essential.
- A minimum of three years of experience in the financial or regulatory sector.
- In-depth knowledge of FCA regulations, financial services products, and analytical tools.
Why Join Us?
- Work in a collaborative environment with opportunities for professional growth.
- Be part of a dedicated team providing high-quality financial advice and planning services.
- Competitive salary and the opportunity to make a tangible impact on clients' financial well-being.
- Funding for further qualifications provided.
- Clear progression framework into the paraplanning team.
- Excellent employee benefits package.
If you’re detail-oriented with a passion for financial services, we’d love to hear from you.
