IFA Administrator

5 days ago

Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a National Financial Planning practice seeking an IFA Administrator to join their team in their Worthing office.

Purpose of Role:

Provide high-quality support to Financial Advisers, ensuring client documentation and requests are accurately processed within the required timeframes and in line with the company's compliance guidelines.

Key Responsibilities:

  • Obtain illustrations, key features, and application forms from Platform Providers as necessary.
  • Compile client meeting packs containing documentation such as valuations, client agreement, fact find, risk questionnaire, and profile for the Adviser to use at client meetings.
  • Post client documentation to the client or product providers as appropriate.
  • Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers, and obtain standard policy information, updating client policy records on receipt of information on Intelliflo Office.
  • Maintain accurate client personal details and policy information, updating on Intelliflo Office.
  • Prepare new business applications in accordance with the company's standard operating procedures and compliance handbook.
  • Deal with and respond to general enquiries for IFAs, colleagues, clients, and providers.
  • Provide clients with timely and accurate information, obtaining new business information and existing policy information from clients where required.
  • Maintain relationships and contacts with providers to ensure a professional service.
  • Deal with resulting fee and commission queries from the Finance Department.
  • Produce accurate, regular, and ad-hoc client valuation schedules, and input into Intelliflo Office.
  • Arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser, informing the client by email where appropriate.
  • Update Intelliflo Office client records with amendments.
  • Manage time effectively to ensure all work is processed, reviewing regular reports such as cash balance monitoring, pipeline, and weekly MI in line with expectations.
  • Operate and manage an effective diary within Intelliflo Office to ensure all activities are planned for and carried out in a timely manner.
  • Ensure Advisers and the IFA Admin Manager are informed of any client-related events and issues in a timely manner.
  • Provide cover and carry out duties for other Administrators in the team, in their absence, as necessary.

Experience/Skills Required:

  • Computer literate in Microsoft Office and other applications.
  • Excellent communication skills, both written and verbal.
  • Client-centric approach.
  • Organised and highly motivated.
  • Good levels of industry knowledge.
  • Good attention to detail.
  • Accurate data entry and record-keeping skills.
  • Willingness to study towards professional qualifications (desirable but not essential).

  • IFA Administrator

    1 month ago

    Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will provide administrative support to our financial advisors, ensuring that client documentation and requests are accurately processed and completed within the required time scales.Key Responsibilities:Obtain...

  • IFA Administrator

    4 weeks ago

    Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time

    We are currently seeking a highly organised and motivated individual to join our National Financial Planning practice as an IFA Administrator in their Worthing office.Purpose of RoleTo provide exceptional support to our Financial Advisers, ensuring that client documentation and requests are processed accurately and efficiently within the required time...

  • IFA Support Specialist

    3 days ago

    Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced IFA Support Specialist to join our team. This role offers a competitive salary of £26,000 - £32,000 per annum.About the Position:We are looking for a highly skilled and organized individual to provide administrative support to our Financial Advisers in delivering exceptional client service.The...

  • Ifa Administrator

    6 months ago

    Worthing, United Kingdom Active Recruiting Consultants Ltd Full time

    **Job Title/Location**:IFA Administrator, West Sussex - **Salary**:£25,000 - £32,000 - **Hybrid**:Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact - **Role...

  • Trainee Ifa Administrator

    6 months ago

    Worthing, United Kingdom Cranleigh Personnel Full time

    Trainee IFA Administrator Location - Worthing **Salary**: £25,000 - £28,000 Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions would...

  • Trainee Ifa Administrator

    6 months ago

    Worthing, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Worthing, West Sussex** **Salary Range: £24,000 to £26,000** Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from...

  • Wealth Planning

    5 months ago

    Worthing, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...

  • Wealth Planning

    6 months ago

    Worthing, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...

  • Wealth Planning

    6 months ago

    Worthing, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...

  • IFA Administrator

    7 months ago

    Worthing, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. Purpose of role 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...

  • Financial Services Administrator

    5 months ago

    Worthing, United Kingdom Active Recruiting Consultants Ltd Full time

    **Job Title/Location**: Financial Services Administrator, West Sussex - **Salary**: To £28,000 - **Hybrid**: Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages,...

  • Financial Planning Administrator

    5 months ago

    Worthing, United Kingdom Capio Recruitment Full time

    **Job Title: Financial Planning Administrator** **Location: West Sussex (Remote / Flexible Working)** **Salary: £26,000 - £30,000 + Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a new member to the financial planning support team...

  • New Client Coordinator

    5 months ago

    Worthing, United Kingdom HSBC Full time

    -Job description Some careers prize diversity more than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC...