Senior IFA Administrator

My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester.

The role

• Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations
• Proactively completing research and analysis of the client case and of the market of solutions
• Drafting high quality advice suitability recommendations

Other tasks include dealing with

• Valuations
• Information gathering
• Salesforce management
• AML
• HNW certificates
• Produce and collate all the relevant pre-meeting paperwork
• Prepare and process all new business applications and documentation
• Ensure that all fees/invoices are checked, sent and chased as required
• Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed
• Trade reconciliation
• Payments
• Initial client onboarding
• Invoices
• Custodian report data gathering
• LOAs/chasing information

Experience

• Good knowledge of HNW and ultra HNW clients and their families and trusts
• Strong financial planning understanding of markets
• Should be or be working to level 4 diploma level qualification
• Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work
• Strong communication
• Strong understanding of policies, systems and processes
• Good task management and basic project skills to provide strong coordination
• Professionalism - self driven development of technical knowledge and qualifications
• Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve
• Identifying and developing solutions to provide innovative client solutions
• Bring into the firm ideas and concepts to improve what and how we deliver for clients

Benefits include

• 30 days holiday plus bank holidays
• Private medical insurance - currently provided by Bupa
• Death in service cover -8x salary
• Employer pension contribution up to 8% depending on salary
• Access to Enjoy Benefits Childcare scheme
• Discretionary bonus scheme
• Additional holiday allowance for special occasions, wedding, first day of school, graduation etc.

For more information please contact me on or email

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