Senior IFA Administrator

Switch Recruitment; England; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

A leading financial advisory firm is seeking an experienced IFA Administrator or Wealth Planning Administrator to join their growing team. You will provide essential support to financial planners, manage client records, and liaise with insurers while ensuring a high standard of service. This role offers a competitive salary and flexible working arrangements.

Benefits

Competitive salary

Benefits package

Bonus opportunities

Flexible working arrangements

Qualifications

• Experience in financial services administration required.
• Strong technical knowledge of pensions, investments, protection.
• Good verbal and written communication skills.

Responsibilities

• Provide administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation for reviews.
• Liaise with insurers/providers for new business quotations.

Skills

Technical knowledge of pensions

Technical knowledge of investments

Technical knowledge of protection

Verbal communication skills

Written communication skills

Ability to manage multiple tasks

Job description

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.

Responsibilities:

- Providing administration and planning support to Financial Planners and a professional service to new and existing clients

- Undertake client valuations and preparing documentation ahead of client reviews

- Liaising with insurers / providers for new business quotations and updating software accordingly

- Ensuring all client records are kept up to stand and all relevant checks etc are completed

Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.

In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.

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