IFA Administrator

We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.

Client Details

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.

Description

As IFA Administrator, you will be responsible for:

• Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
• Administration support for valuations, transfers and client reviews in preparation for client meetings
• Liaising with client and advisers with updates, changes and all matters relating to their financial matters
• Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
• Invoicing clients for work completed
• Providing policy documents to client where appropriate
• Providing administration support to advisers following meetings with clients with agreed timescales
• Highlighting breaches or complaints to the Compliance Manager as quick as possible

Profile

To be successful in this role, you must have:

• Previous experience working in an IFA or financial planning firm
• Knowledge of financial products and funds
• Experience of report writing, valuations and appraisals would be ideal
• Strong administration skill set
• Great communication skills
• Good working knowledge of Microsoft applications
• Up to date with current FCA Legislation would be ideal
• Relevant qualifications include Certificate in Financial Services/Planning

Job Offer

As IFA Administrator, you will get:

• £30,000 salary
• 23 days holiday rising to 25 with options to buy more, as well as birthday off
• Study support for professional development
• Pension contribution
• Work from home 2 days a week once probation completed
• Healthcare
• Great environment to learn and develop
• Death in service
• Annual discretionary bonus scheme
• Social events and awards
• Special training and development programmes/opportunities