IFA Administrator

Barlow Wood Ltd; Cheadle Hulme; On-site; GBP 28,000 - 31,000; Full time

Job summary

Barlow Wood Ltd in Cheadle, Cheshire is seeking an Experienced IFA Administrator to join our financial planning team. The role requires solid IFA administration experience and a good grasp of FCA compliance, with a focus on LOAs and client/provider correspondence.

You will support advisers, manage onboarding and new business processing, conduct ID verifications, and coordinate documentation with providers, ensuring accuracy and GDPR compliance in daily activities.

Qualifications

• IFA Administrator experience is essential.
• Understanding of FCA compliance.
• Experience with Letters of Authority (LOA).
• Must live within a sensible commuting distance of Cheadle, Cheshire.

Responsibilities

• Carry out general administrative duties for the IFA team.
• Draft letters to clients and product providers.
• Liaise with clients and third parties.
• Assist with onboarding and new business processing.
• Conduct ID checks and support compliance duties.

Skills

IFA Admin Experience

FCA Compliance Understanding

LOA Knowledge

Client Liaison

Job description

EXPERIENCED IFA ADMINISTRATOR

CHEADLE, CHESHIRE

£28, 000 - £31, 000PA + BENEFITS

Our client is seeking to recruit an experienced IFA / Financial Planning Administrator to join their growing team. Please note IFA Admin experience is essential, candidates without experience will not be considered.

IFA ADMINISTRATOR DUTIES

• Carrying out general administrative duties for the team
• Drafting letters to clients and product providers
• Liaising with clients and third parties

ADVISER REMUNERATION ADMINISTRATION

• Matching Adviser remuneration income matching with support
• Collating and storing statements
• Investigating discrepancies
• Liaising with providers and internal depts to resolve queries

CLIENT & PROVIDER SUPPORT

• Managing the Letter of Authority (LOA) process
• Chasing providers for outstanding information
• Forwarding completed information to Advisers
• Assist with new business processing and onboarding
• Conducting ID checks, updating new business registers

COMPLIANCE

• Assist with compliance monitoring
• Liaise with external partners
• GDPR

IFA ADMINISTRATOR REQUIREMENTS

• Proven IFA Administrator experience this is essential
• An understanding of FCA compliance
• Experience of LOAs - Letter of Authority
• You must live within a sensible commuting distance of Cheadle, Cheshire