IFA Administrator

Eden Rose; Leicester; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Career progression

Job summary

Eden Rose in Leicester is seeking an experienced IFA Administrator to support Financial Advisers and clients, ensuring a high level of service and smooth case handling from start to finish.

You will work closely with Advisers, manage diaries, prepare documentation, process new business, and coordinate with providers to progress cases. There is genuine opportunity to develop professionally as the firm grows.

Qualifications

• Provide day-to-day administration support to Financial Advisers.
• Maintain accurate client records and documentation.
• Coordinate client meetings and prepare meeting packs.

Responsibilities

• Providing day-to-day administration support to Financial Advisers.
• Managing adviser diaries and coordinating client meetings.
• Preparing meeting packs, reports and client documentation.
• Processing new business and client servicing requests.
• Liaising with providers, clients and third parties to progress cases.

Skills

Administrative support

Diary management

Client servicing

Communication with clients

Job description

I’m working with a growing IFA firm who are looking to add an experienced IFA Administrator to their team.

This is a great opportunity for someone who enjoys working closely with Advisers and clients and wants to join a business where there is genuine opportunity to develop and progress as the company continues to grow. You’ll play an important role in supporting the Advisers and wider team, making sure clients receive a high level of service and that cases are managed smoothly from start to finish.

What you’ll be doing

• Providing day-to-day administration support to Financial Advisers
• Acting as a key point of contact for clients, dealing with queries professionally and efficiently
• Managing adviser diaries and coordinating client meetings
• Preparing meeting packs, reports and client documentation
• Processing new business, including pensions, investments and protection
• Processing fund switches, withdrawals, LOAs and other client servicing requirements
• Liaising with providers, clients and third parties to obtain information and progress cases
• Maintaining accurate client records and ensuring compliance documentation is up to date
• Tracking cases through to completion and keeping Advisers and clients updated
• Supporting the wider team with general administration and ongoing process improvements

What’s on offer

• Growing and supportive IFA environment
• Genuine career progression
• Support towards professional qualifications
• Opportunity to work closely with experienced Financial Advisers