IFA Client Administrator - Hybrid

ZipRecruiter; Dudley; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a well-established financial planning firm as an IFA Administrator, where your attention to detail will be valued. This role offers a supportive environment, focusing on maintaining accurate client records and providing essential administrative support to advisers. Ideal for someone with a background in pensions and investments, you'll thrive in a professional team that values accuracy and communication. With opportunities for growth and a range of benefits, this position promises a rewarding career path in the financial sector.

Benefits

Company pension

Life insurance

Free on-site parking

Additional leave

Company social events

Sick pay

Qualifications

• Minimum 1 year experience in an IFA environment.
• Strong understanding of pensions and investment products.

Responsibilities

• Updating client plans and ensuring compliance.
• Liaising with external providers for accurate information.
• Producing Annual Review Packs for adviser meetings.

Skills

IFA experience

Data entry skills

Communication skills

Organizational skills

Pensions knowledge

Investment products knowledge

Job description

Job Description

We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA Administrator into their team. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued.

The Role

You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams.

Key Responsibilities

• Updating client plans and personal information on the back office system

• Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data

• Liaising with external providers across product ranges to obtain accurate valuation and fund information

• Requesting electronic valuations via Gateway

• Downloading fund fact sheets and ensuring correct funds are used

• Producing Annual Review Packs for adviser meetings

• Preparing fund fact sheets and simple post-review (MIFID) letters

What We’re Looking For

• Previous experience in an IFA environment (minimum 1 year required)

• Understanding of pensions and investment products

• High level of accuracy and strong data entry skills

• Organised, methodical and able to manage multiple tasks

• Confident communicator with good phone manner

• Proactive team player who can also work independently

Benefits

• Company pension

• Life insurance

• Free and on-site parking

• Additional leave

• Company social events

• Sick pay

If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.