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