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Ifa Administrator
2 months ago
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Nottingham Benefits: Life Cover Pension Scheme Competitive Salary (£28k–£30k depending on experience and qualifications) Parking About the Role: Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to individuals and businesses. They take pride in offering high-quality, client-focused solutions across investments, pensions, protection, and retirement planning. They are currently seeking a Senior IFA Administrator to join their team. This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised. Day-to-Day Duties:
- Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
- IFA Support: Provide administrative support to IFAs by handling client queries, scheduling appointments, and assisting with research tasks as needed.
- New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
- Client Communication: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
- Compliance Support: Assist with the preparation of compliance documentation and maintain client files according to FCA regulations.
- Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
- Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.
- Reporting: Assist with preparing client reports and suitability letters, including conducting research and compiling relevant documentation.
- Team Collaboration: Work closely with advisors, paraplanners, and other team members to ensure seamless operations and client satisfaction.
- Previous experience in an IFA administration or financial services administration role is essential.
- Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
- Strong understanding of pensions, investments, and protection products.
- Excellent organisational skills with the ability to multitask and manage priorities efficiently.
- High attention to detail and accuracy in handling client data and documentation.
- Strong written and verbal communication skills.
- Ability to work both independently and as part of a team.
- A proactive approach to problem-solving and a commitment to delivering excellent client service.
