Ifa Administrator

Reed; Bromsgrove; On-site; GBP 32,000 - 36,000; Full time

Job summary

A leading independent financial advisory firm in Bromsgrove seeks an Executive IFA Administrator to provide essential administrative and technical support to Financial Advisers and clients. You will act as a client liaison, manage requests, and ensure data accuracy. The ideal candidate should have proven experience in financial services support and proficiency in Microsoft applications. This role offers a competitive salary and flexible working options.

Benefits

Training and qualifications support post-probation

Contributory pension scheme

Death-in-service benefit

Annual discretionary bonus

Health benefit scheme

Flexible working options

Enhanced maternity, adoptive, and paternity pay

Loyalty bonus and additional holiday days

Employee referral bonus scheme

Regular social events

Qualifications

• Proven experience in a Financial Services IFA support role.
• Sound knowledge of modern platforms and a variety of financial products, including pensions, investments, and protection.
• Proficiency in Microsoft applications, including Word, Excel, Teams, and Outlook.

Responsibilities

• Act as the first point of contact for client queries.
• Collaborate with advisers to manage client requests.
• Liaise with providers and investment platforms.
• Offer technical and administrative support to assigned IFAs.
• Ensure all client data is accurate and up-to-date.
• Identify and recommend improvements to internal processes.

Skills

Proven experience in a Financial Services IFA support role

Sound knowledge of modern platforms and a variety of financial products

Proficiency in Microsoft applications

Ability to take initiative

Thrives in a fast-paced environment

Job description

Executive IFA Administrator

• Location: Bromsgrove
• Job Type: Full-time, Permanent
• Salary: GBP32,000 - GBP36,000

Join a leading independent financial advisory and wealth management firm in a pivotal role as an Executive IFA Administrator. This position offers a dynamic work environment with hybrid working opportunities, where you will provide essential administrative and technical support to Financial Advisers and clients, ensuring the delivery of excellent outcomes.

Day-to-day of the role:

• Client Liaison & Servicing: Act as the first point of contact for client queries, providing exceptional customer service and maintaining strong relationships across all areas of the business.
• Relationship Management: Collaborate with advisers to manage client requests from start to finish, ensuring timely and clear communication. Regularly meet with advisers to set workflow priorities and manage client expectations.
• Provider & Third-Party Communication: Liaise with providers and investment platforms to follow up on client requests and escalate issues when necessary.
• Administration Support: Offer technical and administrative support to assigned IFAs, including form pre-population, money laundering checks, fact finds, and management of incoming post. Prepare client review packs, research, illustrations, and coordinate new business case processing.
• Maintenance of Client Records: Ensure all client data is accurate and up-to-date.
• Continuous Process Improvements: Identify and recommend improvements to internal processes to enhance client outcomes.
• Policies and Procedures: Adhere to all internal policies and ensure actions comply with FCA guidelines.

Required Skills & Qualifications:

• Proven experience in a Financial Services IFA support role.
• Sound knowledge of modern platforms and a variety of financial products, including pensions, investments, and protection.
• Proficiency in Microsoft applications, including Word, Excel, Teams, and Outlook.
• Ability to take initiative and own tasks through to completion with a flexible and positive attitude.
• Thrives in a fast-paced environment and is driven by quality and professionalism.

Benefits:

• Salary: GBP32,000 - GBP36,000
• Training and qualifications support post-probation.
• Contributory pension scheme
• Death-in-service
• Annual discretionary bonus after one year.
• Health benefit scheme including digital gym subscriptions, dental, and optional treatments.
• Flexible working options and competitive holiday allowance with buy and sell options.
• Enhanced maternity, adoptive, and paternity pay.
• Loyalty bonus and additional holiday days based on length of service.
• Employee referral bonus scheme.
• Regular social events.

To apply for the Executive IFA Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator