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IFA Administrator

4 months ago

Preston, Lancashire, United Kingdom Idex Full time

My client is currently looking to appoint an experienced IFA Administrator to join their team in Preston.

The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.

Responsibilities

  • Work closely with the Adviser on all aspects of their day-to-day work with clients
  • Be involved in the processing of client business and interacting with the various pension and investment product providers
  • Prepare for client meetings for the Advisers
  • Work closely with product providers on changes to client's policies
  • Diary Management
  • Ensure client records, back-office system and shared folders are maintained and up to date
  • Prepare first meeting packs
  • Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required)
  • Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required)
  • Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required
  • Prepare annual review meeting documents for the Adviser
  • Assist the Adviser with post-client review meeting reports
  • Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients
  • Generate fee invoices using company's systems


The company offer a competitive salary with 25 days holiday, DIS, PMI, Pension, income protection, a paid volunteering day each year and more.

They are looking for:

  • Previous experience in an IFA Administrator
  • Strong knowledge of MS Office (specifically Word, Excel, PowerPoint and Share-point). Knowledge of IO is desirable
  • Excellent organisational skills and attention to detail
  • Good numeracy skills
  • Proven ability to operate to tight deadlines with minimal supervision
  • Excellent interpersonal and communication skills with an ability to liaise with all levels of personnel


For more information please contact Graeme Hyland on or email

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