Senior IFA Administrator

Senior IFA Administrator

Guildford

36,000 - 42,000 DOE

Our client is looking to recruit a Senior IFA Administrator to join their expanding team, driven by strong business growth. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive.

Key Responsibilities:

• Act as a key liaison between Financial Planners, the support team, and clients.
• Maintain and update back-office systems and client records, ensuring data is accurate and compliant.
• Manage administrative tasks including AML documentation, account applications, transfers, and policy changes.
• Prepare and present client-facing materials, such as reports, valuations, and meeting documentation.
• Conduct in-depth paraplanning research.
• Collaborate closely with Financial Advisers to align on client objectives and gather necessary information for reports.
• Monitor and review the quality of administrative workflows, performing regular checks and identifying areas for improvements.
• Provide feedback, training, and ongoing support to the admin team.

Requirements:

• Over five years of IFA administration experience.
• Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
• Extensive expertise in pensions, investments, and the use of financial-planning platforms and back-office systems.