Ifa Administrator

3 weeks ago

London, United Kingdom Independent Resourcing Consultancy Full time

**IFA Administrator**:

- Job Reference: 1455
- Date Posted: 4 August 2023
- Recruiter: Independent Resourcing Consultancy
- Location: London
- Salary: £18,000 to £26,000
- Sector: Administration, Client Services
- Job Type: Permanent
- Contact: Jon Minns
- Telephone: 07854851535

**IRC is proud to working with one of the UK’s leading Independent Financial Planning firms. They currently have a number of openings for IFA Administrators (Financial Planning Administrators) to join various regional offices throughout the country. As such they are currently recruiting for their London office.**

**Role Description**

To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.

**Key Responsibilities**
- Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
- To post client documentation to the client or product providers as appropriate.
- To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.
- To accurately maintain client personal details and policy information and update on Intelligent Office.
- Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.
- Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
- Maintaining relationships and contacts with providers to ensure a professional service
- Deal with any resulting fee and commission queries from the Finance Department
- To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office.
- To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner.
- To ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner.
- To provide cover and carry out duties for other Administrators in the team, in their absence.
- Where necessary:
- Answering the telephones in a professional manner, conforming to Company standards
- To be responsible for the opening, scanning and distributing the post working within the company timescales
- Ensuring all scanning of hard copy files is completed accurately /readable
- Shredding documents as and when required
- To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them.
- To operate within and conform to the Company’s existing and continually developing operating systems and procedures and contribute to their further development where required, through participation in Procedural Workgroups.
- Projects - carry out projects as required by the business which may include the following key areas
- Intelligent Office
- Platforms / Providers
- Investment Committee
- New Business
- To carry out any other reasonable duties as requested by line management or directors.

**Experience / Skills Required**:

- Excellent communication skills both written and verbal
- Client centric in approach
- Organised and highly motivated
- Good levels Industry knowledge
- Good attention to detail
- Accurate data entry and record keeping skills

  • Ifa Administrator

    3 days ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Remote **Salary**: £25,000 **Job Reference**:4117 Recruit UK is working on an excellent opportunity for a fully remote IFA administration. Our client is a remote IFA administration firm, who support Self Employed Financial Advisers across the UK with all administration...

  • Ifa Administrator

    1 month ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...

  • Ifa Administrator

    3 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator** **Location: City, London** **Salary: £28,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there isn’t...

  • IFA Administrator

    1 week ago

    London, United Kingdom Profiles Personnel Full time

    IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

  • IFA Administrator

    4 days ago

    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratornIndustry: Financial ServicesnLocation: GrimsbynSalary: Up to £34,000 + bonusnJob Reference: 9086Are you an IFA administrator withstrong technical and administrative knowledge ? Then this role is for you!Recruit UK is working with a firm who have a stronghold in the North East of England and they are looking for an experiencedIFA...

  • IFA Administrator

    5 days ago

    London, United Kingdom in Newbury Full time

    Role: IFA Administrator Location: City of London Salary: Up to £30,0002-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...

  • IFA Administrator

    2 days ago

    London, United Kingdom in Newbury Full time

    Role: IFA Administrator Location: City of London Salary: Up to £30,0002-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...

  • Ifa Administrator

    7 days ago

    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £35,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Cranleigh Personnel Full time

    **Based City, London** **Salary £30,000 - £38,000 depending upon experience** **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there...

  • IFA Administrator

    1 week ago

    London, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000

    Job Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with a larger Investment firm to offer the best solutions. As the...

  • IFA Administrator

    7 days ago

    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £30,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • Ifa Administrator

    1 month ago

    South West London, United Kingdom Ortus PSR Full time

    Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

  • Technical IFA Administrator

    2 weeks ago

    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...

  • Senior Ifa Administrator

    1 month ago

    London, United Kingdom Ortus PSR Full time

    Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...

  • Ifa Administrator

    4 days ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: London **Benefits**: Competitive salary, Flexi Hours. **Salary**: £28k ~ £35k Depending on experience. **About the Company**: Our Client is an established Independent Financial Services Company with over 40 years...

  • IFA Administrator

    4 days ago

    London, United Kingdom Recruitment22 Full time

    IFA Administrator - Stockport/Hybrid Working - up to £30,000This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development (If that's what you're looking for).The IFA Administrator...

  • Technical IFA Administrator

    2 weeks ago

    London, United Kingdom Heat Recruitment Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...

  • Technical IFA Administrator

    4 weeks ago

    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    3 days ago

    London, United Kingdom Heat Recruitment Ltd Full time €35,000

    Role: IFA Administrator Location: City of London Salary: Up to £35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • Ifa Administrator

    2 days ago

    London, United Kingdom Heat Recruitment Ltd Full time €35,000

    Role: IFA Administrator Location: City of London Salary: Up to £35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...