Senior IFA Administrator - Dorking

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

Job summary

An established industry player is seeking a Senior IFA Administrator to enhance their team in Dorking. This pivotal role involves comprehensive administrative support for an Independent Financial Advisor, focusing on business processing, financial administration, and client interactions. With a strong emphasis on maintaining compliance and accuracy, you will manage client data, prepare valuations, and ensure timely services. The position offers a full-time, office-based environment with the potential for hybrid work after a successful probation period. If you have a passion for financial services and a commitment to excellence, this opportunity is perfect for you.

Qualifications

• 5-10 years of Financial Services experience required.
• Administration and customer service experience essential.

Responsibilities

• Support the Business Support Team in client propositions.
• Manage appointment scheduling and update back-office systems.
• Build and maintain relationships with clients and consultants.

Skills

Administration

Customer Service

Financial Services

CRM Systems

Client Liaison

Education

Diploma qualification

Tools

Intelligent Office

Job description

Social network you want to login/join with:

Senior IFA Administrator - Dorking, Dorking

col-narrow-left

Client:

Location:

Dorking, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

8d2c3a464570

Job Views:

7

Posted:

26.04.2025

Expiry Date:

10.06.2025

col-wide

Job Description:

Senior IFA Administrator - Dorking

We are looking for an experienced Senior IFA Administrator to join our client's team based in Dorking, Surrey. This position involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of different CRM systems and platforms (including Intelligent Office).

Key Responsibilities:

1. Support the Business Support Team in client propositions.
2. Manage appointment scheduling for Premium Support Consultants and additional requests promptly.
3. Update the back-office system to ensure accurate client data and information.
4. Maintain compliant files with all documents stored on the client's Document Management/workflow and diary system for quick staff access.
5. Prepare client valuations for annual reviews and in line with the Client Service Agreement, including invoicing for additional services.
6. Process servicing tasks according to the Client Service Agreement, invoicing for extra requests as needed.
7. Handle work efficiently and accurately to ensure timely Client Services and target achievement.
8. Build and maintain relationships with clients, consultants, and third parties through regular communication.
9. Participate in project work to meet company goals and targets.
10. Support colleagues to distribute workloads and meet team objectives.

Experience and Qualifications:

1. Essential: Administration and customer service experience.
2. Beneficial: Telephone-based experience.
3. 5-10 years of Financial Services experience.
4. Experience in life and pensions environment preferred.
5. Qualifications are desirable, or willingness to study.
6. Diploma qualification or working towards it.

This is a full-time, office-based role near Dorking. Hybrid working may be considered after a successful 6-month probation period.

If interested, please submit your CV to [emailprotected]

Apply for this job

...