Ifa Administrator

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Senior IFA Administrator

**Location**: Plymouth

**Benefits**: Competitive Salary, Pension, DIS, Exam Support, Closed over Christmas.

**Salary**: £25,000 to £30,000 depending on qualifications and experience

**About the Company**:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.

The Senior Administrator is responsible for providing comprehensive administrative support to the firm's Independent Financial Advisers (IFAs). This role involves various tasks including diary management, client communication, business processing, ongoing client servicing, and mentoring of Administrators.

**What Your Day to Day Duties Will Include**:
**Client Servicing**:

- Prepare new business and client review packs for client meetings.
- Assist in producing accurate client portfolio valuation statements.
- Obtain literature and forms from providers and pre-complete basic client details.
- Obtain Anti-Money Laundering Requirements and conduct electronic checks for new and existing clients.
- Assist in the client review process.

**Managing Correspondence and Client Files**:

- Ensure electronic client files are organized and updated to ensure easy accessibility of information when required.

**Company Compliance**:

- Ensure all tasks are carried out within FCA regulatory requirements.
- Notify advisers of any complaints received and follow appropriate procedures within the complaints handling process.
- Record all correspondence.

**What is Needed to Be Considered**:

- Qualifications and or at least three years in the industry
- Highly effective time management and organisational skills
- Ability to work as part of a team Ability to work under pressure
- Good literacy and numeracy skills
- Proficient in use of Microsoft Office
- Excellent communication and interpersonal Skills (verbal and written)
- Articulate with attention to detail
- Ability to work within defined business processes
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

Reference ID: 1659