Senior IFA Administrator - #2188267

Recruit UK is working with a fantastic Financial Planning firm in Sheffield that is looking for an experienced Senior IFA Administrator to join its team.

This is a great opportunity for someone with senior financial planning administration experience who is wanting to work in a supportive environment where their work is appreciated.

The Role:

As an Senior IFA Administrator, you will provide essential administrative support to Paraplanners and Financial Advisors, helping to ensure clients receive an efficient and professional service. Including processing Letters of Authority (LOA), liaising with providers and clients, preparing client documentation.

Responsibilities

• Process new business applications
• Process Letters of Authority and request client policy information
• Prepare paperwork for client meetings
• Manage adviser diaries and arrange appointments
• Keep client records and internal systems up to date
• Prepare valuations, forms and client letters
• Track new business and follow up on outstanding information
• Check paperwork meets FCA and company requirements
• Prepare documents for ongoing client reviews
• Answer routine queries from clients, advisers and providers
• Track transfers, pension switches, investments and protection cases
• Arrange withdrawals, contributions and fund switches
• Support advisers and paraplanners with case preparation

What’s in it for you:

• Salary up to £35,000 DOE
• Hybrid working pattern
• Study support for professional qualifications
• 25 days holiday, plus bank holidays
• Pension scheme
• Health Cash Plan
• Life Assurance 4x salary
• Eye tests
• Social events
• Volunteering opportunities

Skills and experience required:

• At least 3 years of experience as an IFA Administrator, ideally within a financial planning firm.
• Previous experience processing new business
• Strong communication with clients, advisers and providers.

Get in touch or apply online to find out more about this opportunity!