IFA Administrator

Ortus PSR Ltd.; Chelmsford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Wealth Management firm is seeking a Senior Administrator to join their operations team in Chelmsford. This role involves supporting Financial Advisers, processing client submissions, and ensuring compliance for a growing client base. If you are detail-oriented and thrive in a structured environment, this is the ideal opportunity to advance your career.

Qualifications

• Previous experience in Wealth Management, IFA administration, or Financial Planning support.
• Highly organised and detail-oriented.
• Confident communicator with client query handling experience.

Responsibilities

• Processing new business submissions across pensions and investments.
• Managing compliance files and ensuring accurate documentation.
• Acting as point of contact for Financial Advisers and clients.

Skills

Organisational Skills

Client Communication

Detail-Oriented

Financial Product Knowledge

IT Skills

Tools

Intelligent Office

Job description

Senior Administrator – Elevate Your Career in Wealth Management Operations

Are you an experienced Financial Services Administrator looking to join a forward-thinking Wealth Management firm? This opportunity is ideal for someone who thrives in a structured, process-driven environment and is passionate about delivering exceptional client service.

Salary up to £30,000

This established and growing firm is seeking a Senior Administrator to join their high-performing operations team, supporting Financial Advisers and ensuring smooth, compliant business processes for valued clients. If you're looking for a long-term role in Wealth Management administration, this could be the perfect fit.

Key Responsibilities:

• As Senior Administrator, you will play a key role within the client services and operations team, with duties including:
• Processing new business submissions across pensions, investments, and protection cases, ensuring accuracy and compliance.
• Acting as the first point of contact for queries from Financial Advisers, clients, and providers.
• Managing the deceased client process with care, liaising with executors and providers to close cases efficiently.
• Supporting with commission queries, direct debit issues, and policy updates.
• Monitoring shared inboxes and ensuring queries are handled within SLAs.
• Overseeing the compliance file process, ensuring accurate scanning and documentation.
• Managing Letters of Authority (LOAs), pension forecasts, and Attitude to Risk processes using tools like Dynamic Planner.
• Ensuring Know Your Client (KYC) and Anti-Money Laundering (AML) documentation is up to date.
• Annual review and cleansing of hard copy client files.

Ideal Candidate:

• Previous experience in Wealth Management, IFA administration, or Financial Planning support.
• Highly organised, detail-oriented, and able to manage multiple tasks.
• Confident communicator with experience handling client and provider queries.
• Knowledge of financial products such as pensions, ISAs, and life policies.
• Strong IT skills and comfortable using back-office systems (e.g., Intelligent Office).

If you're ready to progress your career in financial services administration, apply today and become part of a thriving team in the heart of the Wealth Management sector.