IFA Administrator
On-site
Full Time
#Technology
#Financial Services
#Administration
#Research
We are looking for a Senior IFA Administrator to join our team on a full-time, on-site basis in the United Kingdom. In this role, you will provide dedicated and efficient support to our Chartered Financial Planning Consultant. We operate as a small, collaborative team, and we value individuals who can take initiative to ensure our financial services and administrative operations run smoothly.
Responsibilities
- Manage daily income and commission reconciliation while handling client and provider inquiries via phone and email.
- Maintain accurate client records and task diaries using our back-office system, Intelligent Office.
- Prepare comprehensive meeting packs for clients and conduct weekly research using Morningstar data to support our planning processes.
Requirements
To succeed in this position, you must have a proven background as an IFA Administrator. We are looking for someone who is comfortable working in a fast-paced office environment and can handle a variety of administrative tasks with precision. While we provide training, previous experience with the Intelligent Office system is considered a significant advantage. You should be highly organized, capable of managing your own workload, and comfortable communicating professionally with both clients and financial providers.
What we offer
We provide a supportive work environment where you will be an integral part of a specialized financial services team. You will have the opportunity to develop your skills in research, client relations, and financial administration while working directly with a Chartered Financial Planning Consultant.
