Senior IFA Administrator

1 week ago


Kibworth Beauchamp, United Kingdom North Oak Recruitment Full time
Senior IFA Administrator

North Oak Recruitment is seeking a highly organized and detail-oriented Senior IFA Administrator to join their team. As a key member of the financial planning team, you will be responsible for providing exceptional client care and administrative support to the Financial Planners.

Main Responsibilities:
  • Review planning: Schedule, plan, and organize client reviews with the financial planner.
  • Meeting preparation: Prepare all pre-meeting requirements, including portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
  • Post-meeting administration: Prepare, write, and produce client reports.
  • Implementing advice actions: Fund switches and new business.
  • General office administration: Client servicing support as required.
The Ideal Candidate:
  • Able to work within defined business processes.
  • Prioritize and plan own workload.
  • Attention to detail and accuracy.
  • Effective communication with colleagues and clients.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to focus and prioritize effectively.
  • Excellent IT skills, fully competent with MS Office suite of products.

We are looking for an individual with at least 2 years' experience as an administrator in the financial/wealth planning sector. Consideration may be given to individuals displaying the qualities required to grow into the role.

Please submit your up-to-date CV for consideration. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies. You can opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.



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