IFA administrator, Droitwich
Salary is dependent on experience
This role is for you if you have previous IFA Admin experience and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.
The Role
As a Senior IFA Administrator, you will be working closely with the IFA Administration Manager and IFAs to provide an efficient, high-quality, and compliant service. During a typical day, you will:
1. Act as the primary point of contact for clients, ensuring clear, effective, and proactive communication.
2. Maintain back-office systems and client records accurately and efficiently.
3. Process all business in accordance with established processes and procedures, including collating AML documentation.
4. Identify training needs and coach team members to enhance their skills and competencies.
5. Assist in the daily management of the team and liaise with operational teams to provide coaching, upskilling, and monitoring of processes and procedures.
6. Identify risks and breaches and assist in developing realistic and usable processes and procedures to streamline operations and increase efficien...