IFA Administrator

Posted 18 January by Nelson Scott LLP

Administrator(Wealth Management) - Job Description & Key Tasks

Scope & Application

Job description for: Administrator (Wealth Management)

Relevant Skills, Experience and Qualifications


  • Previous experience in an adviser support role within an IFA firm

  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

  • Ability to work as part of a team as well as on your own initiative

  • Ability to critically evaluate information, probe and challenge the facts

  • A flexible and adaptable attitude towards work

  • Ability to work accurately and in accordance with procedures

  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extranet sites

  • Experience of Microsoft Word, Excel, Outlook

  • Certificate in Financial Planning or equivalent

    Highly desirable

  • Experience of the Nucleus platform

  • Experience of working for Discretionary Fund Managers

  • Previous use of SSP Adviser back office system

  • Progression towards Diploma qualification


To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

  • Dealing with day to day client and provider enquiries

  • Arranging client meetings for the adviser

  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature

  • Preparing and submitting applications and supporting documents to product providers

  • Inputting new business proposals to the back office system in line with Company procedures

  • Undertaking fund switches upon the instruction of the client

  • Maintaining accurate records of all verbal and non-verbal communications with the client

  • Typing adviser dictation for file and meeting notes

  • Maintaining up to date client fact find information on the back office system

  • Maintaining client files in line with Compliance procedures

  • Keeping track of fees and chasing where appropriate

Continuous Professional Development

To develop skills and keep up to date with all relevant legislative, product and technical changes as required for the role.

Pay and Benefits

Salary from £20,000 to £30,000 depending on experience

  • Discretionary annual bonus

  • Contributory pension scheme

  • Group Private Medical Insurance

  • Group Death in Service

  • Group Permanent Health Insurance

  • Group Critical Illness

  • Group Medicash Scheme

  • Interest free season ticket loan

Required skills

  • Financial Planning
  • Financial Services
  • Investment
  • Pension Administration
  • Administration

Application question

Previous IFA experience?

Reference: 37066310

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