Senior IFA Administrator

TN United Kingdom; Wirral; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to support both new and existing clients. This role involves acting as the first point of contact for client queries, maintaining accurate records, and overseeing the work of other Administrators. Ideal candidates will have experience in an IFA firm and strong organizational skills. Join a dynamic team where your contributions will directly impact client satisfaction and service delivery.

Qualifications

• Experience in a similar role within an IFA firm is essential.
• Strong organizational skills and attention to detail required.

Responsibilities

• Act as the first point of contact for client queries.
• Maintain accurate records of Adviser charges and client agreements.
• Produce and prepare client meeting packs for Advisors.

Skills

Client Management

Record Keeping

CRM Systems

Communication Skills

Education

Experience in IFA Firm

Job description

The job description provides a good overview of the Senior IFA Administrator role, but it can be improved for clarity and formatting consistency. Here's a refined version:

Senior IFA Administrator

Location: Wirral

Responsibilities

1. Act as the first point of contact for client queries, supporting both new and existing clients.
2. Take ownership of all assigned tasks, monitor progress, and ensure all work is completed on schedule.
3. Maintain accurate records of Adviser charges and ensure they match client agreements.
4. Keep an up-to-date record of new client leads.
5. Process new business and servicing changes on provider platforms and update the CRM system.
6. Monitor all new business and servicing requests to ensure timely receipt of information and documents, including updating client records.
7. Produce and prepare full client meeting packs for 'sign-up' meetings and ensure availability for each designated Adviser.
8. Prepare client annual review packs for advisors, both in appointment and electronic formats.
9. Oversee the work of other Administrators.

Candidate Requirements

Applicants should come from a similar background and have experience within an IFA firm.