This role as an IFA Administrator requires a detail-oriented individual with a strong grasp of financial services. The successful candidate will be responsible for supporting the IFAs in delivering exceptional administrative support to selected advisers.
Client Details
This firm is well established and reputable within the wealth management sector. Based in Manchester city centre, they will offer the successful candidate a chance to develop in an IFA Administrator role and offer support to study as well as scope for progression in the medium-long term. The firm has a large growth vision and are in a position to recruit and further develop the ambitions of their employees through offering long term opportunities.
Description
As IFA Adminstrator, you will be responsible for:
- Providing comprehensive administrative support to the financial advising team
- Assisting with client onboarding and maintaining client records accurately
- Processing new business applications and liaising with providers
- Processing fund switches and withdrawals
- Preparing valuation reports
- Writing letters on advice and execution
- Preparing client review meetings and reports
- Ensuring compliance with regulatory requirements
- Handling client queries in a professional and timely manner
- Supporting the team in maintaining efficient and effective processes
- Participating in team meetings and contributing to the company's continuous improvement strategy
Profile
A successful IFA Administrator should have:
- Experience working in a similar is desirable
- Knowledge of pensions, investments and other financial products
- Proficient use of Microsoft Office Suite.
- Excellent communication and organisational skills.
- Ability to multitask and prioritise workload effectively.
- Familiarity with regulatory requirements in the financial services sector.
- Strong attention to detail and a commitment to delivering high-quality service.
Job Offer
As IFA Administrator, you will get:
- An estimated salary range of £26,000-31,000
- 24 days holiday plus Christmas off
- A supportive company culture that values teamwork and professional growth.
- Study support if required with bonuses for exams passed
- Pension contribution of 8%
- Bonus scheme
- Death in service