IFA Administrator

Uniting People; Newcastle-under-Lyme; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Company pension

28 days holiday including bank holidays

Birthday off

Free parking

Company events

Training and qualification opportunities

Job summary

A fast-paced organisation is looking for an experienced IFA Administrator in Newcastle-under-Lyme to join their team. This full-time role offers a varied workload, providing essential support to Financial Advisors and ensuring exceptional service to clients. The ideal candidate will have proven experience in similar roles and be adept at a range of financial products including pensions and investments. Benefits include a competitive salary, a company pension, and generous holiday allowance including birthday leave.

Qualifications

• Previous experience working as IFA Administrator, IFA Client Support, or Wealth Management Administrator is essential.
• Experience across the market including Trusts, Bonds, Investments, and Pensions is desirable.
• Ideally experience using related software tools.

Responsibilities

• Producing client meeting documentation for the Financial Advisor.
• Creating new business packs for various products.
• Processing fees related to new and ongoing business.
• Completing anti-money laundering checks.
• Responding to client and adviser queries.

Skills

Communication skills

Time management

Organisational skills

Attention to detail

Time management

Organisational skills

Tools

Intelligent Office

Dynamic Planner

FE Analytics

Job description

Monday-Friday Full-time Hybrid after probationary period

Newcastle-under-Lyme

Competitive Salary DOE

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation, varied and demanding workload. Providing support to the Financial Advisor and paraplanners to ensure the best possible service to both new and existing clients.

Role of the IFA Administrator:

• Producing and collating client meeting documentation for the Financial Advisor this includes portfolio valuations, application forms and regulatory documents.
• Producing new business packs for a range or products including pensions, investments, trusts
• Processing fees in relation to new and ongoing business and following up for payment
• Monitoring and updating the progress of all new business
• Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
• Responding to queries and enquiries from advisers, clients and product providers

Candidate Experience:

• Previous experience working as IFA Administrator, IFA Client Support, Wealth Management Administrator or a similar role is essential
• Experience working across the whole of the market including Trusts, Bonds, Investments, Pensions
• Ideally experience using Intelligent Office, Dynamic Planner, FE Analytics or similar
• Good communication skills, via email and phone, are an essential quality
• Good time management and organisational skills are vitally important.
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
• Company pension
• 28 days holiday including bank holidays
• Birthday off
• Free parking
• Company events
• Training and qualification opportunities