Senior IFA Administrator
This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.
As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
* Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
* Ensure all compliance paperwork is accurately completed and maintained.
* Prepare application forms and supporting documents for the advice process.
* Process and manage new business and servicing cases, including more complex transactions, through to completion.
* Monitor the progress of applications and proactively update Advisers on any issues or delays.
* Action servicing requests and changes to clients investments.
* Prepare client portfolio valuations and review packs.
* Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
* Minimum of 3 years experience within an independent financial planning or wealth management firm.
* Strong understanding of financial planning products, processes, and compliance requirements.
* Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
* Excellent attention to detail with strong numeracy and literacy skills.
* Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.
Benefits
* 4x life assurance
* Critical illness cover (2x)
* Employee Assistance Programme
* Health Cash Plan
* 5% employer pension contribution
* Discretionary annual bonus
* 22 days holiday plus bank holidays (option to purchase an additional 5 days)
* Hybrid working
* Both full-time or part-time hours considered