Senior IFAAdministratorPart time
Location:Wokingham
Salary:£30,000£36,000 (pro-rata)
4daysperweek
Permanent|Office-based
Areyouanexperienced Senior IFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued?
Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilled SeniorIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkclosely withexperiencedIFAs.
Ifyouenjoybeingthebackboneoftheadvisoryprocess ensuringaccuracy,compliance,andexcellentclientservicethiscouldbeanexcellentnextstep.
TheRole
Managingclientcorrespondenceviaphone,email,portals,andmessages
Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries
Liaisingwithplatformsandproviderstoresearchandresolvequeries
Processingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,incomepayments,andfundswitches
MaintainingaccurateclientrecordsonIntelliflo(IO)andspreadsheets
Preparingclearandaccuratesummariesfornewclients
Reviewingsuitabilityandreviewreportstoensureaccuracyandcompliance
Monitoringandmanagingclientportalcommunications
Reviewingadvisermeetingnotesandimplementingagreedactionsandfollow-ups
AboutYou
PreviousexperienceinanIFAAdministrationrole,withsolidknowledgeofpensionsandinvestments
Strongorganisationalskillswithexcellentattentiontodetail
Confident,professionaltelephonemannerandclearwrittencommunication
ProficientinMicrosoftOffice
ExperienceusingIntelliflo(IO)ishighlyadvantageous
WhatsonOffer
Salaryupto£36,000dependingonexperience
4-dayweek(MondayThursday)salaryprorata
28daysannualleave
Companypension
OfficeconvenientlylocatedwithexcellenttransportlinksfromWokinghamstation
Supportive,professionalenvironmentwithexperiencedadvisers
JBRP1_UKTJ