An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and third parties to obtain required information
* Drafting suitability reports across a broad range of advice areas
* Undertaking technical research, including product and fund analysis
* Carrying out regular file checks and spot checks on team output
What we are looking for:
* Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
* Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
* Ideally Diploma Level 4 qualified, or actively working towards this qualification
* Strong technical knowledge of pensions and investment products
* Experience using financial platforms to generate illustrations and related documentation
* Confident user of Microsoft Word, Excel and Outlook
* Thorough understanding of Intelligent Office or similar back-office systems
What’s on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm.
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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003