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Ifa administrator

Manchester
Permanent
Networker Global
Ifa administrator
Posted: 13 October
Offer description

Role: IFA Administrator Location: Manchester Type: Remote / Hybrid Salary: TBC Contract: Permanent Myn is an AI driven marketplace that connects the candidates, clients and recruiters. Myn collaborates with leading employers to offer exclusive, carefully matched permanent positions. Our Recruitment Partners all have extensive industry experience, and work with a select group of niche clients, to deliver the best possible experience to the candidate. We are looking for a meticulous and proactive IFA Administrator to support our Independent Financial Advisers in delivering exceptional service to clients. Youll be the backbone of the advisory processhandling documentation, liaising with providers, and ensuring all compliance requirements are met with precision. Key Responsibilities: Prepare and process new business applications, including pensions, investments, and protection products Maintain accurate client records and update CRM systems Liaise with product providers to obtain valuations, policy information, and resolve queries Support advisers with meeting preparation, including fact finds, illustrations, and suitability reports Ensure all documentation meets FCA compliance standards Handle client correspondence and follow-ups in a professional and timely manner Assist with annual reviews, portfolio updates, and client servicing tasks Contribute to process improvements and maintain a high standard of operational efficiency Requirements: Previous experience in an IFA or financial services environment (12 years preferred) Strong administrative and organisational skills Excellent attention to detail and ability to manage multiple tasks Familiarity with financial products and platforms (e.g., pensions, ISAs, investments) Understanding of FCA regulations and compliance requirements Proficiency in Microsoft Office and financial CRM systems (e.g., Intelligent Office, Xplan) A professional, client-focused attitude with strong communication skills With Myn, you gain a trusted partner dedicated to helping people excel in their careersconnecting you with forward-thinking employers and impactful projects.

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