Executive IFA Administrator

• Location: Bromsgrove
• Job Type: Full-time, Permanent
• Salary: GBP32,000 - GBP36,000

Join a leading independent financial advisory and wealth management firm in a pivotal role as an Executive IFA Administrator. This position offers a dynamic work environment with hybrid working opportunities, where you will provide essential administrative and technical support to Financial Advisers and clients, ensuring the delivery of excellent outcomes.

Day-to-day of the role:

• Client Liaison & Servicing: Act as the first point of contact for client queries, providing exceptional customer service and maintaining strong relationships across all areas of the business.
• Relationship Management: Collaborate with advisers to manage client requests from start to finish, ensuring timely and clear communication. Regularly meet with advisers to set workflow priorities and manage client expectations.
• Provider & Third-Party Communication: Liaise with providers and investment platforms to follow up on client requests and escalate issues when necessary.
• Administration Support: Offer technical and administrative support to assigned IFAs, including form pre-population, money laundering checks, fact finds, and management of incoming post. Prepare client review packs, research, illustrations, and coordinate new business case processing.
• Maintenance of Client Records: Ensure all client data is accurate and up-to-date.
• Continuous Process Improvements: Identify and recommend improvements to internal processes to enhance client outcomes.
• Policies and Procedures: Adhere to all internal policies and ensure actions comply with FCA guidelines.

Required Skills & Qualifications:

• Proven experience in a Financial Services IFA support role.
• Sound knowledge of modern platforms and a variety of financial products, including pensions, investments, and protection.
• Proficiency in Microsoft applications, including Word, Excel, Teams, and Outlook.
• Ability to take initiative and own tasks through to completion with a flexible and positive attitude.
• Thrives in a fast-paced environment and is driven by quality and professionalism.

Benefits:

• Salary: GBP32,000 - GBP36,000
• Training and qualifications support post-probation.
• Contributory pension scheme
• Death-in-service
• Annual discretionary bonus after one year.
• Health benefit scheme including digital gym subscriptions, dental, and optional treatments.
• Flexible working options and competitive holiday allowance with buy and sell options.
• Enhanced maternity, adoptive, and paternity pay.
• Loyalty bonus and additional holiday days based on length of service.
• Employee referral bonus scheme.
• Regular social events.

To apply for the Executive IFA Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator