IFA Administrator

Reed; Cobham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Cobham is seeking an experienced IFA Administrator to manage office administration and compliance tasks. This role requires a detail-oriented individual with prior experience in IFA administration, excellent organizational skills, and proficiency in software like Virtual Cabinet. The firm offers a competitive salary, professional development opportunities, and a supportive environment, with flexible working options available.

Benefits

Competitive salary and benefits package

Supportive team environment

Opportunities for professional development

Modern office facilities

Flexible working options

Qualifications

• Previous experience in an IFA administration role is essential.
• Strong understanding of financial services compliance and AML requirements.
• Proficiency in back-office systems and document management software.

Responsibilities

• Manage day-to-day office administration tasks.
• Review submissions for compliance and AML checks.
• File correspondence and manage documents.
• Arrange documentation for new business cases.
• Maintain compliance documents.
• Update client records for new submissions.

Skills

Experience in IFA administration

Understanding of financial services compliance

Proficiency in document management software

Excellent organizational skills

Ability to manage multiple priorities

Tools

Virtual Cabinet

Job description

Experienced IFA Administrator - Full time, Permanent

About the Role

My client is seeking an experienced IFA Administrator to join their dynamic team. This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering exceptional support to Independent Financial Advisers.

Core Responsibilities

In a typical week, you will:

• Office Administration: Work collaboratively within the team to manage day-to-day office administration tasks.
• Compliance & AML Checks: Review new business submissions against Anti-Money Laundering (AML) and compliance requirements, ensuring accuracy before processing and chasing overdue items.
• Document Management: File all correspondence, including electronic documents, using Virtual Cabinet (our cloud-based document library).
• New Business Support: Arrange documentation such as illustrations, quotations, and other supporting materials for new business cases.
• Compliance Maintenance: Ensure all compliance documents (e.g., Money Laundering checks, Client Verification) are up to date.
• Client Record Updates: Maintain and update back-office client records for new business submissions, investment changes, and personal details.
• Investment Valuations: Produce investment valuations using back-office systems and provider downloads.
• Accounts Assistance: Support the Accounts team with fee-related queries.

Skills & Experience

• Previous experience in an IFA administration role is essential.
• Strong understanding of financial services compliance and AML requirements.
• Proficiency in back-office systems and document management software (experience with Virtual Cabinet is advantageous).
• Excellent organisational skills and attention to detail.
• Ability to work effectively within a team and manage multiple priorities.

What My ClientOffers

• Competitive salary and benefits package.
• Supportive team environment with opportunities for professional development.
• Modern office facilities and flexible working options.