Job Description
Role Purpose:The IFA Administrator will provide high-quality administrative and technical support to Financial Advisers and clients, ensuring an efficient and compliant financial planning service. This role is central to maintaining excellent client relationships, supporting the advice process, and ensuring smooth operational delivery across the business.
Key Responsibilities:
Client Administration & Communication:- Handle client queries promptly and professionally, ensuring clear communication.- Maintain accurate client records across written and electronic communications.- Support onboarding of new clients from initial contact through to investment processing.Technical & Financial Planning Support:- Collect and verify policy information and KYC/AML documents.- Obtain quotations, illustrations, and product details from providers.- Prepare documentation for adviser meetings and annual reviews.- Process and submit new business accurately.- Support investment activities such as trades and fund switches.Task & Workflow Management:- Manage follow-up tasks for meetings, new business, and client requests.- Use electronic processing tools to securely manage client data.Compliance & Governance:- Ensure tasks comply with FCA regulation, GDPR, and internal procedures.- Maintain confidentiality and data security.Team Collaboration:- Work collaboratively with admin, paraplanning, and advisory teams.- Support training of junior staff.
Skills & Experience Required:- Experience in IFA/wealth management/pensions administration.- Strong understanding of financial planning, investment, and pension products.- High attention to detail and organisational skills.- Confident with financial CRM systems and Microsoft Office.- Strong communication and interpersonal abilities.
Personal Attributes:- Client-focused, proactive, and positive.- Strong teamwork ethic.- Commitment to continuous development, including industry exams.
