Senior IFA Administrator

North Oak Recruitment; Loughborough; On-site; GBP 26,000 - 29,000; Full time

Job summary

A financial planning firm in Loughborough is seeking a Senior IFA Administrator to provide exceptional support to clients. This hybrid position allows for three days in the office and two days from home. The ideal candidate will work closely with management, managing client reviews, preparing reports, and ensuring compliance with FCA standards. This role offers a salary between £26,000 and £29,000, depending on experience, and opportunities for professional development.

Responsibilities

• Working closely with the Director and Office Manager.
• Managing client reviews, both pre-and-post meeting.
• Preparing Suitability Reports from templates.
• Occasional client facing meetings.
• Processing new business and ensuring smooth and timely completion.
• Ensuring processes followed and FCA standards are met.

Job description

Senior IFA Administrator (Our ref AL1396)

Quorn, Nr Loughborough, Leicestershire (Hybrid option available 3 days in office, 2 days at home)

Salary £26,000 - £29,000 depending on experience

My client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team.

The role will be varied and you will work closely with the Director and office manager, in providing a first-class service to their clients. Whilst an individual who wishes to remain in an administrative support role is very much welcomed, there is also the possibility of being supported to take CII qualifications and work towards other roles as they become available.

Main responsibilities

• Working closely with the Director and Office Manager
• Managing client reviews, both pre-and-post meeting
• Preparing Suitability Reports from templates
• Occasional client facing meetings
• Processing new business and ensuring smooth and timely completion
• Ensuring processes followed and FCA standards are met