Ifa Administrator

**Responsibilities**:
2. Provider Communication: Establish and maintain effective communication channels with financial product providers, effectively conveying and obtaining necessary information.

3. Ceding Scheme Expertise: Demonstrate proficiency in gathering and utilising ceding scheme information to facilitate seamless processes for our clients.

4. Annual Review Process: Take charge of the annual review process, ensuring its comprehensive execution, accurate documentation, and adherence to established timelines.

5. Client Relationship Support: Collaborate with our team of Independent Financial Advisors to manage client relationships by providing exceptional support, addressing inquiries, scheduling meetings, and maintaining regular interactions.

6. Documentation Excellence: Maintain meticulous records and documentation, including client records, financial paperwork, and communication, in adherence to regulatory standards.

7. Regulatory Compliance: Stay abreast of evolving financial regulations, industry standards, and compliance requirements, ensuring adherence to these benchmarks across all operational aspects.

**Requirements**:
1. Experience: A track record of 3+ years in a similar role within a financial advisory firm, wealth management, or financial services setting. Experience using Intelliflo and submitting new business across various platforms is a must.

2. Administrative Expertise: Proven ability to meticulously manage administrative tasks related to financial products, including ceding schemes and annual reviews.

3. IT Proficiency: Proficient in Intelliflo, as well as Microsoft Office Suite.

4. Effective Communication: written and verbal communication skills.

5. Organisational Skills: Excellent organisational and time management abilities to handle multiple tasks and deadlines efficiently.

6. Attention to Detail: An eye for detail and accuracy when handling financial documentation and maintaining records.

Additional Information:

- Salary: Compensation will be commensurate with experience and qualifications.
- Working Hours: 8am - 4pm Monday - Friday.

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

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Wolverhampton, WV1: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: IFA Administrator