IFA Administrator

Grove Talent Solutions; East Midlands; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Exams support

Holiday allowance

Salary reviews

Life assurance & pension

Job summary

Grove Talent Solutions in Ashbourne is seeking an experienced IFA Administrator to support the wealth management team. You will be the main point of contact for client queries relating to pensions, investments and protection products, and you will liaise with product providers to ensure smooth processing.

The role centres on delivering high-quality back-office support, maintaining accurate client records, arranging meetings, and assisting advisers and paraplanners with annual and tri-annual

Qualifications

• Experience in a Financial Planning firm.
• Knowledge of Intelligent Office IO is advantageous.
• Ability to manage and prioritise workloads effectively.
• Excellent communication, planning and organisational skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
• Arranging client meetings and managing Advisers' diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with company procedures
• Corresponding with clients in both written and verbal formats
• Maintaining accurate, compliant, and well-presented client records on company systems

Skills

Client service

Time management

Organisational skills

Communication

Analytical ability

Tools

Intelligent Office IO

Job description

Job Title: IFA Administrator

Location: Ashbourne

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their support team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
• Arranging client meetings and managing Advisers' diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with company procedures
• Corresponding with clients in both written and verbal formats
• Maintaining accurate, compliant, and well-presented client records on company systems

Key Requirements

• Previous experience working within a Financial Planning firm
• Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
• Strong ability to manage and prioritise workloads effectively
• Excellent communication, planning, and organisational skills
• Strong analytical and problem-solving abilities

Benefits

• Professional industry exams and study supported
• 25 days' holiday and ability to purchase more holiday
• Annual salary reviews
• Life assurance and pension