Ifa Administrator

**IFA Administrator - Professional Service Firm (Full or Part Time)**

**The Role**

Barber McLelland is working as recruitment partners on behalf of a leading professional service business based in Barnsley who are looking to appoint an experienced IFA Administrator.

**Duties and Responsibilities**

The role of IFA administrator to work in collaboration with the Financial Adviser and other colleagues, to provide assistance in line with company policy, including preparing and maintaining client records
- Provide efficient administrative support to the Financial Adviser
- Deal effectively with queries from clients and other parties
- Maintain clear and accurate client records
- Collate information and data inline with company policy and ensure all the required compliance documentation is present and correct
- Creation of financial reports
- Liaise with product providers and other third parties to acquire the information required by the Financial Adviser
- Obtain information, quotes, illustrations and product details and provide comparisons for analysis
- Prepare meeting packs for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign
- Provide administrative support for example: new business processing, income matching, collating and providing management information filing, photocopying, scanning and organising future planning meetings with the client on behalf of the Financial Adviser

**Skills, qualities and values**

To be considered for this position, applicants will have developed experience working within the Financial Services Industry. Must have excellent interpersonal skills, a self-motivated individual who has a can-do attitude, understands the value of working as part of a team and has a desire to contribute and support the Directors in developing the department.
- People matter - we treat our clients, our contacts and each other respectfully
- We care - about our work, our clients, our people and the local community
- We have integrity - we uphold our professional standards and ethics and have pride in the work we do.

**Salary and Benefits**
- Competitive salary dependant on experience
- 23 days holiday allowance - increasing to 25 days after two years service
- Holiday buy back scheme
- Death in service cover
- Membership of a Westfield Health Plan
- Hybrid Working
- Free onsite parking
- Full or Part time hours available (Min 3 Days/week)

**Job Types**: Full-time, Part-time

**Salary**: £26,500.00-£30,000.00 per year

Expected hours: No less than 22 per week

**Benefits**:

- Additional leave
- Flexitime
- Free flu jabs
- Free parking
- Life insurance

Schedule:

- Flexitime
- Monday to Friday

**Experience**:

- IFA Admin: 2 years (required)

Work Location: In person