Senior IFA Administrator

4 weeks ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time
Job Summary:

We are seeking a highly organized and skilled Senior IFA Administrator to provide technical administrative support to our Paraplanner and Financial Adviser. This role offers a hybrid working arrangement, allowing you to balance office and home time.

Main Responsibilities:
  • Maintain good relationships with clients, enhancing the company's profile among its clients and community.
  • Accurately upkeep client details to ensure accurate records are maintained.
  • Support the development and maintenance of internal processes to help maintain business flow and agreed service standards.
  • Provide technical information to ensure workflows are followed and standards adhered.
  • Conduct themselves in a professional manner at all times, adhering to regulatory demands.

Key Tasks:
  • Obtain full policy information.
  • Produce client Annual Review Reports.
  • Deal with client queries.
  • Assist with product research.
  • Process applications.
  • Upkeep of company database with full and accurate client records.
  • Liaise with product providers.


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