Senior IFA Administrator - St Albans

TN United Kingdom; St Albans; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to join their dynamic team in St Albans. This role involves supporting an Independent Financial Advisor with various administrative tasks, ensuring smooth business processing and financial administration. The ideal candidate will have a strong background in administration and customer service, with experience in financial services being a plus. Join a collaborative environment where your contributions will directly impact client relationships and team success. If you're passionate about delivering excellent service and eager to grow in the financial sector, this opportunity is perfect for you.

Qualifications

• Experience in administration and customer service is essential.
• Financial services experience in relevant environments is required.

Responsibilities

• Support the Business Support Team with client propositions.
• Manage appointment scheduling and maintain compliant files.
• Prepare client valuations and handle servicing tasks.

Skills

Administration

Customer Service

CRM Systems

Financial Services

Education

Relevant Qualifications

Tools

Back Office Systems

Job description

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Senior IFA Administrator - St Albans, St Albans

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Client:

Location:

St Albans, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

32f899248d9a

Job Views:

12

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

Senior IFA Administrator - St Albans

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

Key Responsibilities:

• Support the Business Support Team in handling client's Propositions.
• Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly.
• Update the back office system to ensure accurate client data and information.
• Maintain compliant files, ensuring all documents are stored appropriately.
• Manage workflow and diary systems for quick access by staff.
• Prepare client valuations for annual reviews and in line with the Client Service Agreement, including invoicing for additional services.
• Handle servicing tasks as per the Client Service Agreement and invoice for extra services as needed.
• Process work efficiently and accurately to meet service targets.
• Build and maintain relationships with clients, consultants, and third-party providers through regular communication.
• Participate in projects and team efforts to meet company goals.
• Support colleagues by sharing workloads to achieve team objectives.

Experience and Qualifications:

• Essential: Administration and customer service experience.
• Beneficial: Telephone-based experience.
• Beneficial: Financial Services experience, preferably in life and pensions.
• Essential: Financial Services experience in relevant environments.
• Qualifications are desirable or willingness to study.

If interested, please submit your CV to [emailprotected]

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