IFA Administrator (East Yorkshire/South Yorkshire)

Next Chapter Financial Planning Limited; Barnsley, Kirk Ella; On-site; GBP 21,000 - 28,000; Full time

Job summary

Next Chapter Financial Planning Limited in the United Kingdom is seeking a Financial Services Administrator to support pre-sale and servicing activities. The role involves liaising with providers, preparing paperwork, handling client communications, and ensuring FCA/GDPR compliance across back-office records.

Candidates should have at least one year of experience in financial services administration, strong attention to detail, and excellent communication skills.

Qualifications

• Have a minimum of one year of experience working as a financial services administrator.
• Genuine desire to produce a high standard of work and provide a quality service to clients.
• Excellent communication skills and confident telephone manner.
• Ability to multi-task and prioritise effectively.

Responsibilities

• New Business Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures.
• Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests.
• Provider Liaison Communicate with providers and platforms to obtain information, resolve queries and progress cases.
• Client Review Packs Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings.
• Workflow Management Monitor and progress client cases, ensuring actions are completed within agreed timescales.
• Greet clients when they attend the office.
• Answer telephone calls, sort and distribute inbound correspondence.
• Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements.

Skills

Excellent communication skills

Confident telephone manner

Ability to multi-task and prioritise

Attention to detail

Team player

Experience with Office 365 suite

FCA compliance knowledge

Intelliflo back-office experience

Tools

Office 365

Intelliflo back-office

Job description

Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull).

Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role.

Key Responsibilities

• New Business Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
• Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests
• Provider Liaison Communicate with providers and platforms to obtain information, resolve queries and progress cases
• Client Review Packs Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
• Workflow Management Monitor and progress client cases, ensuring actions are completed within agreed timescales
• Greet clients when they attend the office
• Answer telephone calls, sort and distribute inbound correspondence
• Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements

This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list.

Requirements and Key Skills

• Have a minimum of one year of experience working as a financial services administrator
• Genuine desire to produce a high standard of work and provide a quality service to clients
• Excellent communication skills and confident telephone manner
• Ability to work as part of a team
• Excellent accuracy and attention to detail
• Ability to multi-task and prioritise effectively
• Good knowledge of the Office 365 suite
• Experience working with Intelliflo back-office desirable