Senior IFA Admin — Wealth Advisory Support

Asset Recruit; Grantham; On-site; GBP 20,000 - 28,000; Full time

Job summary

A well-established financial firm in Grantham seeks an experienced IFA Administrator to support their Financial Advisers. This role involves administrative tasks such as preparing new business documentation, updating client reports, and conducting AML checks. The ideal candidate will come from an IFA/wealth background, possess knowledge of investments and pensions, and be an excellent communicator. This is a fantastic opportunity for someone seeking an independent yet collaborative role in financial services.

Qualifications

• Ideally from an IFA/wealth background with experience supporting advisers.
• Knowledge of investments, pensions, and protection/life cover is a bonus.
• Excellent communicator who works well independently and as part of a team.

Responsibilities

• Support Financial Advisers with administrative tasks.
• Prepare new business documentation and client review packs.
• Update client portfolio valuations and reports.
• Conduct anti-money laundering checks.
• Pre-qualify and book client appointments with advisers.

Skills

Client communication

Technical administration

Investment knowledge

Pensions knowledge

Motivation to work independently

Job description

A well-established financial firm in Grantham seeks an experienced IFA Administrator to support their Financial Advisers. This role involves administrative tasks such as preparing new business documentation, updating client reports, and conducting AML checks. The ideal candidate will come from an IFA/wealth background, possess knowledge of investments and pensions, and be an excellent communicator. This is a fantastic opportunity for someone seeking an independent yet collaborative role in financial services.