Job Description
IFA Administrator
Financial Services
St Albans
Office - Full Time
IFA Administrator responsibilities
As an IFA Administrator, you will support the entire paraplanning team to ensure efficient, accurate, and timely delivery of administrative tasks. Core responsibilities will include:
* Document Preparation: Creating cover letters, one-pagers, and other client-facing documents, including supporting documentation for review meetings.
* Diary Management: Assisting with arranging initial and annual review meetings.
* Letters of Authority (LoA): Processing LoAs by adding them to iO, requesting policy information from providers, chasing outstanding responses, and ensuring all documentation is filed accurately.
* Client Communications: Preparing and sending monthly valuation reports and statements to clients in a timely and professional manner.
* Compliance Management: Ensuring all compliance-related documents are up to date and correctly stored in iO.
* Client and Provider Liaison: Answering phone calls, responding to queries, and communicating with clients and providers via phone, email, or post as needed.
* Data Management: Updating iO with new fact-find information and ensuring all client data is accurate and up to date.
* Provider Follow-ups: Proactively chasing providers for outstanding information or documents.
* Document Filing: Ensuring all paperwork is scanned, appropriately categorised, and subcategorised within our systems.
* Processing Tasks via ticketing System: Efficiently managing and tracking tasks through a ticketing system, ensuring timely resolution and clear communication with teams to meet deadlines and maintain workflow.
* General Administration: Carrying out a variety of client-facing and back-office administrative duties as required.
Key Skills and Attributes
* Strong attention to detail and high levels of accuracy
* Excellent organisational and time management skills
* Clear and confident communication, both written and verbal
* Proficiency with financial planning software (e.g., iO) and Microsoft Office
* Ability to work proactively and collaboratively within a team
* A client-focused mindset with a commitment to delivering outstanding service