Senior IFA Administrator

FindCore; Ingliston; On-site; GBP 33,000 - 43,000; Full time

Job summary

FindCore are assisting a leading financial planning business in recruiting a Senior IFA Administrator in Edinburgh. This permanent, full-time role offers a salary of £33,000 - £43,000 depending on experience, with a focus on supporting Financial Advisers and Paraplanners.

You will prepare and process new business across pensions, investments and protection, liaise with clients and providers, maintain client records, and ensure FCA compliance.

Qualifications

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent is required.
• Good understanding of pensions, investments and protection products.
• Experience supporting Financial Advisers with new business and ongoing client servicing.
• Strong knowledge of financial services administration and compliance requirements.
• Excellent attention to detail and organisational skills.
• Confident communicating with clients, advisers and product providers.
• Ability to manage a busy workload and prioritise multiple cases.
• Experience using financial planning CRM or back-office systems would be advantageous.

Responsibilities

• Provide high-level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and ensure CRM systems are kept fully up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve any outstanding requirements.
• Ensure all work is completed in line with FCA requirements and internal compliance procedures.
• Support and mentor more junior members of the administration team where required.

Skills

IFA/wealth management experience

Attention to detail

Organisational skills

Client communication

Case prioritisation

CRM/back-office systems knowledge

Education

FPC qualification or equivalent

Tools

Financial planning CRM

Back-office systems

Job description

FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.

Permanent position. This role will be based in Edinburgh.

Salary

£33,000 - £43,000, depending on experience

Key Responsibilities

• Provide high-level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and ensure CRM systems are kept fully up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve any outstanding requirements.
• Ensure all work is completed in line with FCA requirements and internal compliance procedures.
• Support and mentor more junior members of the administration team where required.

Skills & Experience

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent is required.
• Good understanding of pensions, investments and protection products.
• Experience supporting Financial Advisers with new business and ongoing client servicing.
• Strong knowledge of financial services administration and compliance requirements.
• Excellent attention to detail and organisational skills.
• Confident communicating with clients, advisers and product providers.
• Ability to manage a busy workload and prioritise multiple cases.
• Experience using financial planning CRM or back-office systems would be advantageous.

What's on Offer

• Salary of £33,000 - £43,000 depending on experience.
• Permanent, full-time position.
• Opportunity to join an established financial planning business.
• Long-term career progression.
• Ongoing training and professional development.
• Supportive and professional working environment.