IFA Administrator
Salary: Up to £35,000 (dependent on experience)
Location: Not location-specific
About the Role
Our client is seeking an experienced and highly capable IFA Administrator to provide comprehensive support to their advisers within a well-established wealth management environment.
This is a pivotal role within the business. You will play a key part in ensuring advisers are fully supported across client servicing, new business processing and ongoing investment administration. The position requires someone confident managing complex cases and working across a wide range of wealth management products and platforms.
This is not a junior opportunity. Our client is looking for someone with solid experience who can operate independently and bring stability and expertise to the team.
Key Responsibilities
· Provide day-to-day administrative and client support to IFAs.
· Prepare client valuations, review documentation and supporting paperwork for suitability reports.
· Submit, monitor and chase new business applications through to completion.
· Process pensions, ISAs, GIAs, bonds and protection cases.
· Manage fund switches, withdrawals, transfers and investment transactions.
· Maintain accurate client records in line with FCA and GDPR requirements.
· Liaise with clients, providers, platforms and discretionary fund managers to ensure efficient case progression.
· Support advisers with ongoing servicing and review processes.
· Ensure all compliance and regulatory documentation is accurate and up to date.
Requirements
· Minimum 2+ years’ experience supporting IFAs within a wealth management environment.
· Strong working knowledge of pensions, investments and platform-based business.
· Experience handling investment and wealth management cases from start to finish.
· Confident dealing directly with providers and platforms.
· Strong organisational skills and attention to detail.
· Proficient in Microsoft Office and common back-office/IFA systems.
· Industry qualifications (CII) desirable but not essential.
What Our Client Offers
· Salary up to £35,000, depending on experience.
· A professional and supportive working environment.
· Exposure to high-quality wealth management and investment business.
· Long-term stability within an established firm.
· Opportunity to further develop your knowledge and progress your career.
If you are an experienced IFA Administrator looking for a more senior position where your expertise is genuinely valued, this could be an excellent next step.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.