Senior IFA Administrator
4 days ago
We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO).
Key Responsibilities:- Support the effective use of iO to deliver high-quality client service and optimize role efficiency for client-facing administrators.
- Provide administration support across client-facing admin teams, including training documentation and delivery.
- Work closely with the Compliance Department to ensure processes meet their requirements.
- Support the team with the provision of accurate MI reporting.
- Provide support and liaison between the accounts department and admin teams.
- 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role.
- 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively.
- Excellent written and visual presentation skills with high attention to detail.
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge.
- Understanding of the needs of Financial Services teams and FCA rules and compliance.
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Senior IFA Administrator looking for a new challenge, please apply today.
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London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator **Job Summary** We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our administration team, you will be responsible for providing exceptional support to our financial planners and paraplanners, ensuring the highest level of service to our private...
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Senior IFA Administrator
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London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Senior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong background in financial services administration, with a focus on Intelligent Office (iO) and a talent for working with systems and managing data effectively.About the...
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London, Greater London, United Kingdom Workingmums Full timeSenior IFA Administration ManagerWealth Management is seeking a highly skilled Senior IFA Administration Manager to strengthen their IFA Administration function management team. The ideal candidate will have experience in supervising/managing an IFA/Client services team within a Wealth Management firm/practice.This role will provide an opportunity to...
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London, Greater London, United Kingdom Financial Divisions Full time £50,000Senior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key...
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London, Greater London, United Kingdom Financial Divisions Full time £50,000Senior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key...
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Senior IFA Administration Manager
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Senior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key...
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Senior IFA Administration Manager
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London, Greater London, United Kingdom Financial Divisions Full time £50,000Senior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key...
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Senior IFA Administration Manager
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London, Greater London, United Kingdom Financial Divisions Full time £50,000Senior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key...
