Senior IFA Administrator

www.topfinancialjobs.co.uk - Jobboard; London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm in London is looking for a Senior IFA Administrator to join their team. This rewarding long-term role offers the chance to work with top financial advisers and support your professional development with CII qualifications. You will engage in client management, prepare reports, and provide technical support, all while fostering a collaborative and supportive work environment.

Benefits

Support for professional qualifications

Flexible start times

Options for remote working on Fridays

Collaborative team environment

Qualifications

• Experience in pensions and investment administration.
• Professional approach with excellent telephone and email manners.
• Ability to work independently and take direction.

Responsibilities

• Act as the point of contact for staff for technical queries.
• Liaise with clients, advisers, and providers for documentation.
• Prepare reports and review packs for advisers.

Skills

Product knowledge

Organizational skills

Problem solving

Technical support

Client management

Education

Completion of at least four R0 CII courses

Minimum 3 years experience in a similar role

Tools

CRM systems

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Our client is offering an exciting opportunity to join their team as a Senior IFA Administrator.

You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry's leading Financial Advisers. The ideal candidate will have experience working in an administrative role in financial services, with previous experience in pensions and investments. You will proactively support and assist the team, liaising with advisers, financial product providers, clients, and other relevant third parties.

This rewarding long-term role will enable you to build on your existing skills and knowledge while working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career.

Our client offers full support with CII qualifications and progression within the firm.

Duties will include:

• Being the point of contact for staff for technical queries
• Proactively liaising with clients, advisers, providers, and team members to request documentation and provide progress updates
• Case submission to the compliance team
• Client management
• Using online provider platforms
• Using and maintaining the in-house CRM system
• Preparing reports and client review packs for advisers
• Maintaining pipelines and contacting lenders/providers to facilitate case progression
• Managing the adviser’s diary and client meetings
• Working with and adhering to company and FCA policies and procedures

Skills required:

• Excellent industry experience and product knowledge
• Minimum 3 years experience in a similar role
• Completion of at least four R0 CII courses
• Experience with pension and investment administration
• Professional approach with excellent telephone and email manners
• Ability to work independently and take direction
• Excellent computer skills with Outlook, Word, and Excel
• Highly organized with a problem-solving approach
• Ability to provide high-quality technical support to financial advisers
• Exceptional attention to detail
• Motivated, efficient, hardworking, and a team player

Work life:

• Full-time position
• Monday to Thursday office-based, with an option to work from home on Fridays
• Flexible start times
• Support for professional qualifications and personal development
• Based in prestigious London offices near Liverpool Street
• A collaborative team that shares success and fosters a supportive environment