Senior IFAAdministratorInvestments&Pensions
Location:Wokingham
Salary:£30,000£36,000
Full-time(optiontowork4daysperweek)
Permanent|Office-based
AreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued?
Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilledIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong-termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperiencedIFAs.
Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep.
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
Optiontoworka4-dayweek(MondayThursday)salaryprorata
28daysannualleave
Companypension
OfficeconvenientlylocatedwithexcellenttransportlinksfromWokinghamstation
Supportive,professionalenvironmentwithexperiencedadvisers
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