IFA Administrator

Get Staffed Online Recruitment Limited; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial planning firm is seeking a dedicated IFA Administrator based in Gerrards Cross, responsible for supporting advisers and ensuring compliance in client documentation. The ideal candidate has over 2 years of relevant experience and strong organizational skills. Benefits include a competitive salary, workplace pension, and generous holiday entitlement. The firm emphasizes client relationships and offers opportunities for career growth within a supportive environment.

Benefits

Competitive salary

Workplace pension

Health cash plan

Career progression

Generous holiday entitlement

Qualifications

• Stable employment history with 2+ years experience in similar role.
• Strong work ethic with ability to manage workload professionally.
• Computer literate with knowledge of regulatory environments.

Responsibilities

• Obtain and prepare client documentation for meetings.
• Monitor and oversee new business applications and fees.
• Provide support to advisers and manage client communications.

Skills

Conscientious and organised

Excellent communication skills

Client centric approach

High attention to detail

Accurate data entry

Education

2+ years experience within an IFA practice

Tools

Microsoft Office Suite

Intelliflo

Job description

IFA Administrator

Location: Gerrards Cross, Buckinghamshire SL9 8EB

Position: Full-time (office based Gerrards Cross)

Basic Salary: To £30k pa (DOE)

Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers, paraplanner and other team members.

Ideal Candidate

Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must.

Key Responsibilities:

• Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from platforms/providers as required.
• Review meeting preparation produce valuations and ensure correct documentation is gathered (risk profiling, fact find, client agreements, etc.).
• Completion of product application forms, Trust documentation and new business submission (platforms).
• Monitoring and oversight of new business applications and fees.
• Issue client documentation to the client/product providers as appropriate.
• Perform electronic ID checks and ensure compliance documentation is present on file at each stage of the advice process.
• Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on intelligent office (Intelliflo).
• Accurately maintain clients personal details and update policy information and amendments, update fee expectations via Intelliflo and in-house databases.
• Deal with and respond to written, telephone and electronic general enquiries from IFAs, colleagues, clients and providers.
• Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
• Maintaining relationships and contacts with providers to ensure a professional service.
• Deal with any resulting fee and commission queries from the finance team.
• To produce accurate, regular and ad-hoc client valuation schedules.
• Monthly loading of policy information onto their review software in advance of client reviews.
• Deal with encashment and withdrawal requests from existing client plans as instructed by the adviser and inform the client by email, where appropriate.
• Maintain internal logs of review dates, fees, pipeline cases and admin work.
• IFA diary management.
• To provide cover and carry out duties for other administrators in the team, in their absence.

Experience and Skills Required:

• Currently employed for an IFA firm with 2+ years experience within a similar role.
• Conscientious and organised, with a strong work ethic.
• Willingness to learn and openness to being coached/mentored.
• Computer literate in Microsoft Office suite, platforms and back-office systems (Intelliflo essential).
• Excellent communication skills both written and verbal.
• Client centric approach.
• Good levels of regulatory and industry knowledge.
• High attention to detail and professionalism.
• Accurate data entry and record keeping skills.

Benefits:

• They offer a competitive salary (dependant on experience)
• Workplace pension (Aviva)
• Westfield Health cash plan
• Career progression (exam support) and ability to take on higher level work
• Generous holiday entitlement 25 days plus UK Bank Holidays plus time off between Christmas and the New Year

The Company

Our client was established in 1983. Based in Gerrards Cross, they look after individuals, families and businesses in London, the home counties and across the UK. Building long-term relationships with their clients, they place great importance on understanding their individual requirements and tailoring solutions. As an independent firm they are client centric and offer a full range of financial planning solutions ensuring clients receive the best appropriate advice whatever their needs. The practice itself is a well-respected organisation.

They are an equal opportunities employer promoting diversity, inclusive culture, promoting employee wellbeing and engagement. Their interview selection process is inclusive and free from discrimination.

No agencies please.