Senior IFA Administrator (Hybrid Working)

Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector. Day-to-day of the role: • Client Administration: • Prepare client documentation and suitability report packs. • Process new business applications for investments, pensions, protection, and savings products. • Manage client records and maintain CRM systems. • Handle client correspondence via email, telephone, and post. • Schedule client meetings and prepare meeting packs. • Provider and Product Liaison: • Contact pension, investment, and insurance providers for information and updates. • Obtain valuations, policy information, and fund details. • Track outstanding business and follow up on applications. • Compliance and Regulation: • Ensure client files meet FCA and company compliance standards. • Complete anti-money laundering (AML) and Know Your Customer (KYC) checks. • Maintain accurate audit trails and client documentation. • Support advisers during compliance reviews and audits. • Business Processing: • Process pension transfers, investment applications, withdrawals, and fund switches. • Monitor pipeline business and provide progress updates. • Resolve administration issues with providers and clients. • Client Service: • Respond to client queries professionally and promptly. • Build strong relationships with clients and providers. • Support ongoing client review processes. Required Skills & Qualifications: • Essential: • Previous IFA administration experience. • Strong attention to detail and accuracy. • Excellent communication and organisational skills. • Proficiency in Microsoft Office (Word, Excel, Outlook). • Ability to manage multiple tasks and deadlines. • Knowledge of pensions, investments, and protection products. • Familiarity with FCA regulations. • Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner. Benefits: • Competitive salary based on experience. • Opportunities for career progression within the financial sector. • Supportive and dynamic work environment. • Access to industry training and development.