Ifa administrator

You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial/Tax planning services

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation with a varied and demanding workload. You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial/Tax planning services to a wide client portfolio.

Job Description:

1. As the IFA Administrator, you will be producing and collating client meeting documentation for the Financial Advisor, which includes portfolio valuations, application forms and regulatory documents
2. Producing new business packs for a range of products, including pensions, investments, trusts and other financial products
3. As the IFA Administrator, you will be processing fees in relation to new and ongoing business and following up for payment
4. Monitoring and updating the progress of all new business
5. Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
6. Responding to queries and enquiries from clients and product providers
7. As the IFA Administrator, you will prepare documentation for annual reviews, including valuations, transaction histories, and reports
8. Manage diary bookings, client meeting preparation and follow-up actions
9. Support paraplanners and advisers with research tasks where required
10. Prepare letters of authority and manage provider responses
11. Handle incoming and outgoing post and maintain digital filing
12. Prepare and maintain accurate client files, ensuring all compliance requirements are met
13. Handle all client servicing queries via phone, email, and letter in a professional manner

For the IFA Administrator role, it would be good to see candidates with:

14. Previous experience working as an IFA Administrator, IFA Client Support, Wealth Management Administrator, Trust Administrator, Pensions Administrator or a similar role is essential
15. Experience working across the whole of the market, including Trusts, Bonds, Investments, Pensions and other financial products would be ideal
16. Ideally, experience using Intelligent Office
17. Good communication, verbal and written communication skills
18. Good time management and organisational skills are vitally important
19. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail

This role is commutable from: Newcastle under Lyme, Keele, Crewe, Congleton, Nantwich, Stoke on Trent, Stone, Market Drayton, Stafford

Hours: Monday – Friday, 35 – 37.5 hours per week
Salary: Up to £30,000 Per Annum

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.