Job Description
We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA Administrator into their team. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued.
The Role
You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams.
Key Responsibilities
* Updating client plans and personal information on the back office system
* Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data
* Liaising with external providers across product ranges to obtain accurate valuation and fund information
* Requesting electronic valuations via Gateway
* Downloading fund fact sheets and ensuring correct funds are used
* Producing Annual Review Packs for adviser meetings
* Preparing fund fact sheets and simple post-review (MIFID) letters
What We’re Looking For
* Previous experience in an IFA environment (minimum 1 year required)
* Understanding of pensions and investment products
* High level of accuracy and strong data entry skills
* Organised, methodical and able to manage multiple tasks
* Confident communicator with good phone manner
* Proactive team player who can also work independently
Benefits
* Company pension
* Life insurance
* Free and on-site parking
* Additional leave
* Company social events
* Sick pay
If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.
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