IFA Admin & Records Specialist

Bond Recruitment; Wilmslow; On-site; GBP 26,000 - 34,000; Full time

Job summary

Bond Recruitment is assisting a Chartered Financial Planning firm in Alderley Edge to recruit an experienced IFA Administrator. The role focuses on day-to-day administration for servicing clients and facilitating new business, with a strong emphasis on immaculate electronic records and accurate data in the back-office system.

You will work closely with a financial planner and paraplanner to service a defined client bank, ensuring processes are followed and records are up to date.

Qualifications

• Experience of back-office systems (Curo) and document management (SharePoint) desirable.
• Excellent IT skills, particularly Outlook, Word & Excel.
• Ability to manage own workload and prioritise effectively.
• Attention to detail and accuracy essential.

Responsibilities

• Process day-to-day administration for servicing clients and writing new business.
• Ensure electronic records are immaculate and up to date.
• Maintain client records in the back-office system (Curo) and document management (SharePoint).
• Produce valuations and the APM preparation pack.
• Support a financial planner and paraplanner in servicing a defined client bank.
• Adhere to company processes and seek clarity when unsure to maintain accuracy.

Job description

Bond Recruitment is assisting a Chartered Financial Planning firm in Alderley Edge to recruit an experienced IFA Administrator. The role focuses on day-to-day administration for servicing clients and facilitating new business, with a strong emphasis on immaculate electronic records and accurate data in the back-office system.

You will work closely with a financial planner and paraplanner to service a defined client bank, ensuring processes are followed and records are up to date.