We're working on behalf of a well-respected and growing financial planning firm that's looking to expand its support team with a highly capable and organised IFA Administrator.
This role offers variety, responsibility, and the chance to work alongside a knowledgeable and supportive team who truly value their support function.
What you'll be doing: Managing a range of administrative workflows across new and existing business, ensuring nothing falls through the cracks.
Maintaining and consolidating client data across platforms and systems – particularly using Intelligent Office (iO) .
Carrying out compliance and due diligence checks on business submitted.
Working closely with advisers to create tailored proposals that respond to client concerns and objectives.
Acting as a confident point of contact for a wide range of clients, providers, and third parties.
Keeping the back office running smoothly by meeting deadlines and maintaining clear, consistent records.
Processing fund switches, rebalances, contributions, withdrawals, LOAs, and model portfolio creation across multiple platforms.
Generating valuations and reports, updating client portals, and ensuring every client touchpoint is accurate and professional.
Applying your knowledge of group pensions and protection schemes, with an understanding of areas such as VCTs, GIP, DIS, and other financial products.
What we're looking for: Solid experience within an IFA or wealth management environment.
A strong working knowledge of Intelligent Office (iO) is essential.
Previous exposure to multiple investment platforms and FE Analytics.
A team player who is equally comfortable working independently.
A confident communicator who enjoys building relationships with clients and providers.
Excellent time management and organisational skills – you take pride in staying on top of your workload.
A proactive approach, with high attention to detail and the ability to handle sensitive client data with discretion.
This is a fantastic opportunity to join a team that genuinely values the role of operations and support staff in delivering first-class client service. If you're ready for a new challenge and want to work in a role where your contribution is recognised and trusted, we'd love to hear from you.
To find out more or to apply confidentially, please get in touch.
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