IFA Administrator

Senior IFA Administrator

Position: IFA Administrator / Team Lead
Location: Crosby
Salary: £25,000 to £35,000 per annum plus bonus + Benefits (will pay more for the right background!!)

Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on!

My client is a boutique financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work – this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business.

Role Overview:
As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office.

What we are looking for:

• Background in IFA
• Leading junior team members, preferably IFA Admin teams
• Able to support the running of a small office.
• Able to work on site 5 days per week (with some flexibility)
• Ideally R01 qualified, or working towards (not essential)

What you will be doing:

• Support paraplanners in research and analysis to meet client needs and objectives.
• Assist paraplanners in the implementation of new business.
• Develop and maintain internal relationships to ensure business flow and meet targets.
• Contribute to the smooth running of the administrative function within the business.
• Ensure all business activities are responsible, compliant, and meet legislative requirements.
• Manage new business recording and submission.
• Communicate and record product and planning analysis results.
• Liaise with product providers and relevant third parties.
• Handle individual workflow and task delivery.
• Assist the business with:

• • Preparing paperwork for client meetings
  • Conducting planning and product research
  • Tracking new business submissions to conclusion
  • Performing technical filing on business systems
  • Booking client appointments
  • Greeting clients

Apply now to be part of a dynamic environment where your skills make a tangible impact.

(Confidentiality guaranteed. Our client is an equal opportunity employer.)