Description

Senior IFA Administrator

This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

• Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
• Ensure all compliance paperwork is accurately completed and maintained.
• Prepare application forms and supporting documents for the advice process.
• Process and manage new business and servicing cases, including more complex transactions, through to completion.
• Monitor the progress of applications and proactively update Advisers on any issues or delays.
• Action servicing requests and changes to clients investments.
• Prepare client portfolio valuations and review packs.
• Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

• Minimum of 3 years experience within an independent financial planning or wealth management firm.
• Strong understanding of financial planning products, processes, and compliance requirements.
• Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
• Excellent attention to detail with strong numeracy and literacy skills.
• Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.

Benefits

• 4x life assurance
• Critical illness cover (2x)
• Employee Assistance Programme
• Health Cash Plan
• 5% employer pension contribution
• Discretionary annual bonus
• 22 days holiday plus bank holidays (option to purchase an additional 5 days)
• Hybrid working
• Both full-time or part-time hours considered