IFA Administrator

Service Care Solutions; Belfast City District; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Death in Service

Free Parking

Pension

25 days holiday + Banks

Job summary

Service Care is seeking an IFA Administrator in Belfast to support financial advisers with pre- and post-sales administration, ensuring all documentation is accurate and up to date. You will craft letters, gather policy information, and assist with client meetings.

Role requires strong MS Office skills, attention to detail, and clear communication. You will work with Defaqto tools and maintain client data across systems; base salary 26k plus benefits.

Qualifications

• Experience in a similar role.
• Strong written and verbal communication skills.
• High attention to detail with ability to multitask.

Responsibilities

• Prepare letters and emails to clients.
• Obtain policy information and prepare data for meetings.
• Prepare simple review letters, advice reports and calculations for approval.
• Use Defaqto to produce adviser reports.
• Record and maintain client data on client management systems.

Skills

Microsoft Office

Attention to detail

Communication skills

Tools

Intelligent Office

Excel MI reporting

Job description

Service Care are delighted to be working with a long standing client of ours as they look to recruit an IFA Administrator to join their team in Belfast. They are looking for someone with experience in a similar role.

You will be supporting the team and providing pre and post-sales support to the financial advisors, making sure that all documentation is updated within a timely manner.

What you will be doing:

• Preparing letters and emails to clients
• Obtaining accurate policy information, including valuations and preparation of data for client meetings
• Preparing simple review letters, advice reports & calculations for approval by the Financial Adviser and preparation of accompanying documentation as required.
• Using research tools such as Defaqto to produce reports for Financial Advisers
• Recording, updating & maintaining client data accurately on client management systems including Intelligent Office and Excel MI reporting.
• Submitting and maintaining all client file documents in accordance with compliance requirements, identifying and correcting remedial actions
• Managing the provider application process from submission to completion, maintaining communication with all parties
• Overseeing client servicing and disengagement process in timely, compliant manner
• General admin duties as required, scanning post, dealing with outgoing post, ad hoc client projects

What you will have:

• Experience in a similar role
• Ability to multitask
• Strong Microsoft Office experience including Word and Excel
• High attention to detail
• Strong written and verbal communication skills

In return you will receive:

• Base salary of £26,000
• 25 days holiday + Banks
• Death in Service
• Free Parking
• Pension

*please note – sponsorship is not available for this role*