Senior IFA Administrator

Service Care Solutions; Ashby-de-la-Zouch; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Medicash (dental, optical, etc.)

Life cover

20 days annual leave + bank holidays

Christmas shutdown

Job summary

Service Care Solutions is seeking a Senior Financial Services Administrator to join their growing team. You will mentor junior staff, oversee IFA administration, and ensure accurate, compliant client records. If you have prior IFA admin experience, this role suits you.

The position offers hybrid working, along with benefits like Medicash, life cover, and generous leave. Sponsorship is not available for this role.

Qualifications

• Experience as an IFA Administrator or equivalent role.
• Excellent attention to detail and highly organized.
• Strong written and verbal communication skills.

Responsibilities

• Maintain and manage client account records in line with regulatory requirements.
• Prepare and review reports and statements for management and regulatory bodies.
• Monitor daily activities to identify discrepancies and improvements.
• Process transactions and fund transfers with internal controls.
• Coordinate with financial advisors and clients to deliver services.
• Mentor junior administrators and promote best practices.

Skills

IFA administration

Attention to detail

Communication skills

Multitasking

Tools

Microsoft Office

Financial databases

Job description

Service Care Solutions are delighted to be working with a growing firm as they look to recruit a Senior Financial Services Administrator to join their team. This is the ideal opportunity for someone who has prior experience in a similar role and is looking to mentor junior members of staff. If you have previous IFA administration experience keep reading!

What you will be doing:

• Managing and maintaining client account records, ensuring all documentation is accurate, up to date, and compliant with regulatory requirements.
• Preparing and reviewing reports, statements, and other documentation for management and regulatory bodies.
• Monitoring and reviewing daily operational activities to identify discrepancies or areas for improvement, escalating issues as appropriate.
• Processing transactions, fund transfers, and other account activities, adhering to internal controls and quality standards.
• Coordinating with financial advisors, relationship managers, and clients to facilitate the smooth delivery of financial services.
• Providing mentoring and guidance to junior administrators, promoting best practice and professional development.
• Other ad hoc duties as and when required

What you will have:

• Previous experience within an IFA Administrator role
• Strong attention to detail and highly organized
• Strong written and verbal communication skills
• Proficient in relevant IT systems and software, including financial databases and Microsoft Office applications.
• Ability to work both independently and as part of a team, managing multiple priorities in a fast-paced environment.

In return you will receive:

• Base salary of £25,000 - £30,000
• Hybrid working
• Medicash towards dental, opticians etc.
• Life cover up to £200,000
• 20 days annual leave + bank holidays Christmas Shut down
• *please note – sponsorship is not available for this role*