IFA Administrator

Future plc; Lincoln; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

Company pension

Death in service

Sick Pay

Employee assistance plan

Study leave

Cycle to work scheme

Job summary

Future plc in Lincoln is seeking an IFA Administrator to join our team on a full-time, permanent basis. You will provide administration support to senior members, ensuring professional representation and smooth operation of client files.

Key duties include compliance with FSMA and FCA rules, processing new business, maintaining client data in SharePoint, preparing valuations, and handling communications with clients and providers.

Qualifications

• Experience in financial services administration or similar role.
• Familiar with compliance, consumer duty, AML and data security procedures.
• Understanding of investments, pensions or protection is advantageous.

Responsibilities

• Provide administration support to senior team members.
• Process new business online and on paper applications.
• Maintain accurate client data and records in the back-office system.
• Prepare documentation for client meetings and valuations.
• Communicate with clients and providers by phone, email or post.
• Ensure compliance with regulations and company policies.

Skills

Excellent communication

Word processing

Excel

Outlook

Teams

Attention to detail

Multi-tasking

Self-motivation

Tools

SharePoint

Job description

We are seeking an IFA Administrator to join our Lincoln based client on a full time, permanent basis. You ll be providing administration support to senior members of the team ensuring the company is represented in a professional and courteous manner., As an IFA Administrator, your key duties will be the following:

• Always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules, as well as, regulatory requirements and company policies
• Comply with the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times
• Keep up to date with all relevant product, legislative and technical changes
• Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date in SharePoint, scanning and printing, keeping detailed file notes
• Maintaining accurate client data, policy information, and critical records using a back-office system
• Processing new business both online and via paper applications
• Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers
• Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post
• Occasionally providing administration support for local marketing initiatives
  Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams
• Previous understanding of investments, pensions and protection or working within a financial services environment
• The ability to learn and understand the firm s record keeping requirements and compliance procedures
• Good understanding of the major platforms and providers and up to date knowledge of their websites and forms
• Being self-motivated, efficient, thorough and forward thinking
• The ability to multi-task and manage several cases at once
• Self-organised and able to prioritise workload to meet agreed deadlines
• Proactive, high standards of accuracy and attention to detail

As an IFA Administrator, you will receive the following benefits:

• 25 days annual leave, increasing with length of service + birthday off
• Company pension
• Death in service
• Sick Pay
• Employee assistance plan
• Study leave
• Cycle to work scheme