Senior Ifa Administrator

Artemis Clarke Ltd; Warwick; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Pension scheme

23 days annual leave plus bank holid​a

Group life cover

Income protection

Hybrid working: up to 2 days from home

Job summary

Artemis Clarke Ltd. is seeking a Senior IFA Administrator to support Office Managers and Financial Planners, delivering high-quality, compliant and efficient service to clients. You will help manage client files, new business processes and administrative support for complex cases.

The role offers hybrid working with up to 2 days from home and 3 days in the office, and requires strong organisation, time management and client-facing skills.

Qualifications

• 5+ years' experience as an Administrator in an IFA environment.
• Experience supporting high-profile and complex clients.
• Strong customer service and relationship-building skills.
• Excellent time management, organisation and multitasking abilities.

Responsibilities

• Collate provider information and client illustrations to support financial planning recommendations.
• Run Risk Profiler results and produce fund switch and valuation reports.
• Process new business, withdrawals and switches in line with compliance standards.
• Prepare suitability reports, client reviews and associated documentation.
• Coach and train colleagues, assisting with workflow and task management.

Job description

Senior IFA Administrator

We are looking for an experienced Senior IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant and efficient service to clients. You will play a key role in managing client files, new business processes and administrative support for complex cases.

Key Responsibilities

• Collate provider information and client illustrations to support financial planning recommendations
• Run Risk Profiler results and produce fund switch and valuation reports
• Process new business, withdrawals and switches in line with compliance standards
• Prepare suitability reports, client reviews and associated documentation
• Coach and train colleagues, assisting with workflow and task management

Skills & Experience

• 5+ years' experience as an Administrator in an IFA environment
• Experience supporting high-profile and complex clients
• Strong customer service and relationship-building skills
• Excellent time management, organisation and multitasking abilities

• Pension scheme, 23 days annual leave plus bank holidays, group life cover and income protection. Hybrid working: up to 2 days from home, 3 days in the office.