IFA Administrator - Join a Leading Wealth Management Firm and Elevate Your Career!
Are you a detail-oriented professional with a passion for supporting financial advisors in delivering top-tier client service? We're seeking a talented IFA Administrator to join our dynamic team at a national Advisory firm, where you'll play a key role in ensuring the smooth running of our wealth management operations.
Why You'll Love This Opportunity:
- Thriving Wealth Management Firm: Be part of a reputable firm with a strong presence in the industry, known for delivering bespoke financial advice to high-net-worth clients.
- Career Progression: We believe in investing in our people. You'll have access to ongoing professional development and the chance to grow your career within the firm.
- Collaborative Culture: Join a supportive and friendly team where your contributions are valued and work-life balance is a priority.
- Attractive Salary & Benefits: Competitive salary of £25,000 - £30,000, with an excellent benefits package including pension contributions, health insurance options.
Your Role:
As an IFA Administrator, you'll be integral to the client service process, providing essential support to our financial advisers. Your responsibilities will include:
- Preparing and submitting new business applications, ensuring compliance with FCA regulations.
- Managing client records, maintaining accurate data on our CRM system, and handling all related documentation.
- Liaising with product providers to obtain information and ensure smooth processing of financial transactions.
- Assisting with client reviews and preparing documentation for meetings.
- Supporting the wider team with any administrative duties that keep the business running smoothly.
What We're Looking For:
- Experience in a similar IFA administration role, ideally within a wealth management or financial planning environment.
- Strong knowledge of financial products such as pensions, investments, and protection.
- Excellent organisational skills, with the ability to prioritise tasks and meet deadlines.
- A proactive mindset, with a keen eye for detail and a commitment to delivering first-class client service.
- Proficiency in financial planning software and a good grasp of FCA regulations.
This is a fantastic opportunity for an experienced IFA Administrator to make a real impact within a thriving firm. If you're ready to take the next step in your career, we'd love to hear from you!
Apply now and be a part of our success story.