IFA Administrator

Integro Partners; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading independent firm of financial advisers is seeking an experienced IFA Administrator to join their team in Ainsdale. In this full-time role, you will support the implementation of financial advice and manage essential administrative functions to ensure compliance and efficiency.

Responsibilities

• Support Advisers and Paraplanners in delivering and implementing financial planning advice.
• Process and manage administrative tasks accurately using the CRM system.
• Monitor client documentation, investment instructions, and provider communications.
• Ensure the timely execution of advice services across multiple platforms.
• Communicate effectively within the team and with clients.

Job description

IFA Administrator Independent IFA Firm
Ainsdale Based
Full Time
£25,000 - £30,000 DOE

Job Overview

Are you looking to work for an award-winning Independent firm of Financial Advisers? Do you want to be part of a team with over 40 years of combined expertise? We are seeking an experienced and detail-oriented IFA Administrator to join our growing team. This pivotal role involves supporting Advisers and Paraplanners by ensuring that financial advice is implemented accurately, efficiently, and consistently across various providers and platforms.

Key Responsibilities

1. Support Advisers and Paraplanners in delivering and implementing financial planning advice.
2. Process and manage administrative tasks accurately using our CRM system.
3. Monitor and manage client documentation, investment instructions, and provider communications.
4. Ensure the timely and compliant execution of advice services across multiple platforms.
5. Communicate effectively within the team and directly with clients when necessary.

Application

If you meet these requirements and are interested in this opportunity, apply now!