IFA Support Administrator

Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team.

Key responsibilities will include:

• Providing proactive administrative support for our paraplanners and IFAs

• Preparing and processing documentation for any new and existing clients

• Managing cases utilising our various CRM portals and provider platforms

• Handling incoming queries from internal staff, clients and external providers via email and telephone

• Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties

• Liaising with product providers and other third parties

• Promoting the company’s services in a professional and FCA compliant manner

Person Criteria:

• Previous experience of an administrative role within the financial services industry, essential

• Good level of education, passes in English and Maths

• Excellent written and verbal communication skills

• Strong numeracy skills and exceptional attention to detail

• Ability to understand and analyse financial and non-financial data

• Experience in communicating with and managing expectations with clients

• Desire to learn and develop

• High level of initiative

• Ability to work independently and as part of a team

• Literate with MS products including Outlook, Word and Excel

• Prior experience working with CRMs/online portals such as Intelliflo Office

• Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired)

Additional Information:

• Woking - hybrid
• Salary - dependent on experience, most likely £30-35,000, however the client will consider very experienced IFA support applicants looking for up to £40,000 or higher
• Discretionary annual bonus
• Pension (5% employer and 3% employee contributions)
• Private Medical Insurance allowance (following completion of probationary period)
• Hybrid office working
• 25 days' annual leave (Christmas close down not taken from annual leave allowance)
• Study support
• Company provided laptop and mobile phone
• Free parking
• Death in service cover
• Pathway to train as a Paraplanner
• Regular company social events