IFA Administrator

We are delighted to be recruiting on behalf of a highly reputable and long-established Financial Planning practice, who are seeking a Part-Time IFA Administrator to join their friendly and professional team. This is an excellent opportunity for an experienced financial services administrator looking for a varied and rewarding role within a supportive environment.Working closely with the Practice Manager, advisers and paraplanners, you will play an integral part in the smooth running of the firm’s client administration and technical support functions.The RoleYour responsibilities will include:Preparing files for client review meetings and new client sign-upsPreparing first-appointment documentationProcessing withdrawals, including calculations to determine the most suitable optionProcessing fund switchesSending and chasing Letters of Authority, reviewing returned information, updating clients weekly, and maintaining checklists and plan summariesHandling review meeting follow-up actions such as fund switches, withdrawals, compliance documentation, and CFR updatesKeeping paraplanners and advisers updated on LOA progress and administration tasksManaging general client and provider queriesHandling incoming calls and reception duties when requiredScanning, filing, and maintaining accurate recordsLi...