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Financial Services Ifa Administrator

3 months ago

Ascot, Windsor and Maidenhead, United Kingdom Reed Insurance Full time

Our Client who is a specialise on the Wealth Planning side an amazing highly professional hugely established business is actively considering to recruit a skilled Wealth Planning IFA Financial Services Administrator to join the business.

It is a hugely greatopportunity for a highly skilled, hard working with excellent ability in processing and supporting Paraplanners and Advisors on the Administrative side.

The role is based in the Ascot area and for some roles they certainly do offer part remote working inwhat is an excellent office and area.


To be considered for this Financial Services Administrator role you must be extremely skilled in working in a similar role in IFA Administration.


The IFA administrator will be required to provide full pre and post sales support to the paraplanning team and the partners/Adviser, including processing documentation compliantly, preparing appointments and dealing with client queries.

You will also ensurethat client documentation / requests are accurately processed and completed within the required time scales and in accordance with the compliance guidelines as defined by the Company.


The vacancy offers a great opportunity to work within an established financial services team with a private and corporate client base with the main focus of the role to provide full administration support within a growing department with the genuine desireto contribute to the future development of the company's business.


  • Preparation of client annual reviews which include obtaining accurate valuations.
  • To issue signed letters of authority to providers and obtain policy information. Update client records on receipt of information on
Intelligent Office.

  • Deal with and respond to written, telephone and electronic enquires.
  • Maintain relationships with providers to ensure a professional service.
  • Understanding of the fee reconciliation and assisting where required.
  • To operate and manage an effective diary with Intelligent Office to ensure that all activities are carried out in a timely manner.
  • Renewing and administering Group Employee Benefit schemes.
  • Updating client details on Intelligent Office from the client Fact Find.
  • Make client appointments on behalf of the partners / advisers.
  • Setting up new clients on Intelligent Office, ensuring client data is accurate and maintained
Skills and qualifications

  • FS experience is desirable but not essential.
  • Ability to work both, as part of a team and independently.
  • Computer literate in Microsoft Office.
  • Excellent communication skills both written and verbal.
  • Clientcentric approach.
  • Organised with good attention to detail and accurate data entry and record keeping skills.
  • Good levels of industry knowledge.
  • Willingness to study towards professional qualifications (desirable but not essential)

Job Offer expectation:

  • Full time hours hours per week, Monday to Friday
  • Generous & competitive salary plus comprehensive benefit package