Senior Ifa Administrator

2 weeks ago

Southport, United Kingdom Idex Full time

My client is currently looking for a Senior IFA Administrator to join their team in Southport. The role is to support the advisor and planning teams with a robust control, support and execution of advice service. They are responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and platforms, whilst managing their own general administrative work priorities through FPC's Client Relationship Management (CRM) system.

**Job Description**:

- Contracts - administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs
- Recording and updating of relevant client information in Curo (CRM) and completing any actions required following a client review meeting
- Supporting advisers with client meeting preparation which can include provider documentation or presentation reporting
- Office systems and administration - providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration
- Managing your own activities linked to the execution of advice recommendations as well as supporting team members where needed
- Supporting the continual improvement and development of existing processes and controls

Required Knowledge
- Have an understanding of both the financial planning process and the critical administrative elements of it
- Be able to demonstrate excellent technical knowledge in relation to personal finance and investment management issues

**Required Skills**:

- Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times
- Able to undertake some repetitive work, while maintaining an eye for detail and a focus on accuracy
- Comfortable working on own initiative, setting and managing personal goals, directing work-flow and managing often conflicting deadlines

For more information please contact Graeme Hyland on 07896 933622.

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