Senior Ifa Administrator

2 weeks ago


Norwich, United Kingdom GCB Agency Recruitment Full time

Are you an experienced Financial Services Administrator looking to work for a busy IFA?

My client is a boutique wealth planning firm. They have built the Company on integrity and trust because doing what is right for their clients is best for their business.

An excellent opportunity to work as a Senior IFA Administrator within a close-knit, busy, and successful team. This position is to provide exceptional quality technical and general administrative support to the financial advisers and other members of a busyand successful team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, often with high expectations and complex planning needs. The role will suit an experienced administratorwho enjoys working autonomously in a driven and high-performing team.

**As a Senior IFA Administrator your role will involve**:

- Organise and diarise meetings
- Provide agendas and information requests prior to client meetings, if required
- Assist with general administration as required e.g., ad-hoc scanning and filing
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Complete and assist with trades and portfolio rebalancing, as required
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process

**To be considered for the Senior IFA Administrator role you must have**:

- At least 1-2+ years’ experience within the independent sector of the financial services industry.
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection.
- Demonstrable experience in delivering client service at the highest level
- Excellent IT skills with excellent working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage but are by no means essential.

**Working Hours**:
As a Senior IFA Administrator, you’ll be required to work Monday to Friday 9.00 am - 5.00 pm.

**Our client is offering the successful Senior IFA Administrator**:

- £28,000 - £38,000 Basic
- Hybrid Working
- Increased pension
- Parking
- Closed over Christmas
- Attractive Benefits package
- Bonus Scheme
- Progression opportunities
- Study support and allowance

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.


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