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Senior Ifa Administrator

3 months ago

Southport, Sefton, United Kingdom Idex Full time
My client is currently looking for a Senior IFA Administrator to join their team in Southport.

The role is to support the advisor and planning teams with a robust control, support and execution of advice service.

They are responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and platforms, whilst managing their own general administrative work priorities through FPC's Client Relationship Management (CRM) system.


Job Description:

  • Contracts administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs
  • Recording and updating of relevant client information in Curo (CRM) and completing any actions required following a client review meeting
  • Supporting advisers with client meeting preparation which can include provider documentation or presentation reporting
  • Office systems and administration providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration
  • Managing your own activities linked to the execution of advice recommendations as well as supporting team members where needed
  • Supporting the continual improvement and development of existing processes and controls
Required Knowledge

  • Have an understanding of both the financial planning process and the critical administrative elements of it
  • Be able to demonstrate excellent technical knowledge in relation to personal finance and investment management issues

Required Skills:

  • Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times
  • Able to undertake some repetitive work, while maintaining an eye for detail and a focus on accuracy
  • Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines
For more information please contact Graeme Hyland on

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