Description

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation with a varied and demanding workload. You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial/Tax planning services to a wide client portfolio.

Job Description:

• As the IFA Administrator, you will be producing and collating client meeting documentation for the Financial Advisor, which includes portfolio valuations, application forms and regulatory documents
• Producing new business packs for a range of products, including pensions, investments, trusts and other financial products
• As the IFA Administrator, you will be processing fees in relation to new and ongoing business and following up for payment
• Monitoring and updating the progress of all new business
• Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
• Responding to queries and enquiries from clients and product providers
• As the IFA Administrator, you will prepare documentation for annual reviews, including valuations, transaction histories, and reports
• Manage diary bookings, client meeting preparation and follow-up actions
• Support paraplanners and advisers with research tasks where required
• Prepare letters of authority and manage provider responses
• Handle incoming and outgoing post and maintain digital filing
• Prepare and maintain accurate client files, ensuring all compliance requirements are met
• Handle all client servicing queries via phone, email, and letter in a professional manner

For the IFA Administrator role, it would be good to see candidates with:

• Previous experience working as an IFA Administrator, IFA Client Support, Wealth Management Administrator, Trust Administrator, Pensions Administrator or a similar role is essential
• Experience working across the whole of the market, including Trusts, Bonds, Investments, Pensions and other financial products would be ideal
• Ideally, experience using Intelligent Office
• Good communication, verbal and written communication skills
• Good time management and organisational skills are vitally important
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail

This role is commutable from: Newcastle under Lyme, Keele, Crewe, Congleton, Nantwich, Stoke on Trent, Stone, Market Drayton, Stafford

Hours: Monday – Friday, 35 – 37.5 hours per week
Salary: Up to £30,000 Per Annum

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.