IFA Administrator

TEMPLEGATE RECRUITMENT; East Midlands; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Pension scheme

Death in Service - 3 x salary

33 days' holiday

Flexible working hours

Hybrid working available

Career progression

Job summary

TEMPLEGATE RECRUITMENT is recruiting an IFA Financial Planning Administrator for a Derby-based role with hybrid working. You will manage complex financial planning administration from instruction through to completion, process new business, and liaise with providers, clients and IFAs to progress requirements.

The position requires at least three years' experience in wealth management, strong knowledge of pensions and investments, and proficiency with Intelliflo.

Qualifications

• Minimum of three years' experience within an IFA, wealth management or financial planning environment.
• Strong knowledge of pensions, investments, life assurance and associated financial planning products.
• Proven experience handling complex administration and new business cases.
• Confident working with IFAs and advisers on complex workflows.

Responsibilities

• Manage complex financial planning administration from instruction through to completion.
• Process new business applications and supporting documentation across pensions, investments, life assurance and other products.
• Obtain and assess policy information, valuations, quotations and projections.
• Liaise with providers, clients and IFAs to resolve queries and progress requirements.
• Maintain records, workflows and documentation using Intelliflo.
• Manage annual client review administration and follow-up actions.
• Provide support to ensure timely delivery of client advice.

Skills

Organisational skills

Attention to detail

Confidence to deal with clients

Proactive approach

Education

Level 4 Financial Services qualification

Tools

Intelliflo

Job description

Job Title: IFA Financial Planning Administrator

Location: Derby - hybrid working available

Salary: Up to £35,000

Benefits

• Pension scheme
• Death in Service - 3 x salary
• 33 days' holiday FTE, including Bank Holidays
• Flexible working hours between 7.30am and 5.00pm
• Hybrid working available
• Excellent opportunity for future career progression

About the Company

Our client is a well-established Independent Financial Adviser with a strong reputation for providing professional, high-quality and client-focused financial planning services.

Due to continued business growth, they are looking to appoint an experienced IFA Financial Planning Administrator to join their established team. This is an excellent opportunity for an experienced administrator to join a professional and friendly business, contribute from day one and develop their career over the long term.

Key Responsibilities

• Manage complex financial planning administration from instruction through to completion.
• Process new business applications and supporting documentation across pensions, investments, life assurance and other financial planning products.
• Obtain and assess policy information, valuations, quotations, illustrations and projections.
• Liaise confidently with providers, clients and IFAs to resolve queries and progress outstanding requirements.
• Maintain accurate records, workflows and documentation using Intelliflo.
• Manage annual client review administration, including preparation, follow-up and completion of review actions.
• Take ownership of complex cases and ensure outstanding requirements are followed up and resolved promptly.
• Work closely with IFAs and the Paraplanner to support the efficient delivery of client advice.
• Provide support and cover during periods of absence or increased workload.
• Act as a point of reference for more complex administration queries.
• Support the prioritisation and effective management of workloads.
• Contribute ideas to improve administrative processes, systems and controls.
• Assist with compliance monitoring, file reviews, audits and inspections where required.
• Identify and escalation?
• Maintain accurate records and audit trails.
• Ensure all work is completed accurately and in line with the firm's compliance requirements.

What We're Looking For

• Minimum of three years' experience within an IFA, wealth management or financial planning environment.
• Strong financial planning or wealth management administration experience.
• Previous experience handling complex financial planning and new business cases.
• Strong knowledge of pensions, investments, life assurance and associated financial planning products.
• Proven experience using Intelliflo is essential.
• Confident working closely with IFAs and supporting advisers with complex administration.
• Excellent attention to detail and a high level of accuracy.
• Strong organisational skills with the ability to manage competing priorities and deadlines.
• Confident communication skills when dealing with clients, providers, advisers and colleagues.
• Ability to identify errors, recognise risk and escalation?
• A proactive approach with the confidence to take ownership of complex work.
• Ability to work independently while also contributing positively to a team.
• Professional, personable and collaborative approach.

Desirable Skills

• Level 4 financial services qualification is desirable, although not essential.
• Experience working within a Chartered IFA or wealth management environment.
• Experience with complex new business administration.
• Previous experience with paraplanning duties would be advantageous.
• Experience contributing to process and operational improvements.
• An interest in developing leadership and management skills.
• Previous experience supporting or mentoring colleagues would be beneficial.

The successful IFA Financial Planning Administrator will be someone who combines strong technical administration skills with excellent organisation, sound judgement and a proactive approach.

The business is looking for someone who is personable, works well as part of a close-knit team and is happy to contribute from day one.