Senior IFA Administrator - St Albans

Artemis Recruitment Consultants Ltd; St Albans; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading recruitment firm is looking for a Senior IFA Administrator in St Albans to support an Independent Financial Advisor with various administrative tasks. This role involves managing client relationships, ensuring compliance, and supporting the business support team. Ideal candidates will have experience in administration and financial services, with strong CRM system knowledge.

Qualifications

• Previous administration and customer service experience are essential.
• Experience in financial services, mainly in life and pensions, is preferred.
• Willingness to study for relevant qualifications is desirable.

Responsibilities

• Support the Business Support Team in client propositions.
• Manage appointment scheduling and update client data.
• Ensure timely processing of work to meet client service standards.

Skills

Customer Service

CRM Systems

Financial Administration

Education

Relevant Qualifications

Job description

Type of Position: Senior IFA Administrator - St Albans
Pay: £35k - £40k

Senior IFA Administrator - St Albans

We are seeking an experienced IFA Administrator to join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required.

Key Responsibilities:

• Support the Business Support Team in client propositions.
• Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly.
• Update the back office system to ensure accurate client data.
• Maintain compliant client files with all necessary documents.
• Manage workflow and diary systems for quick staff access.
• Prepare client valuations for annual reviews and invoice for additional services outside the standard package.
• Process servicing tasks in line with the Client Service Agreement, including invoicing for extra requests.
• Ensure timely and accurate processing of work to meet client service standards and targets.
• Build and maintain relationships with clients, consultants, and third parties.
• Participate in project work to support team goals.
• Assist colleagues as needed to distribute workloads and achieve team objectives.

Experience and Qualifications:

• Previous administration and customer service experience is essential.
• Telephone-based customer service experience is beneficial.
• Financial Services experience is preferred, especially in life and pensions sectors.
• Relevant qualifications or willingness to study are desirable.

If you consent to being contacted about our products and services, please opt in by ticking the box. More information about how we handle your data is available in our Privacy Policy.