IFA Administrator

IFA administrator, Droitwich

Salary is dependent on experience

This role is for you if you have previous IFA Admin experience and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.

The Role

As a Senior IFA Administrator, you will be working closely with the IFA Administration Manager and IFAs to provide an efficient, high-quality, and compliant service. During a typical day, you will:

• Act as the primary point of contact for clients, ensuring clear, effective, and proactive communication.
• Maintain back-office systems and client records accurately and efficiently.
• Process all business in accordance with established processes and procedures, including collating AML documentation.
• Identify training needs and coach team members to enhance their skills and competencies.
• Assist in the daily management of the team and liaise with operational teams to provide coaching, upskilling, and monitoring of processes and procedures.
• Identify risks and breaches and assist in developing realistic and usable processes and procedures to streamline operations and increase efficiency.
• Handle general information requests, queries, phone calls, and invitations to planners, redirecting or taking forward such contact as appropriate.

Benefits

• Salary is dependent on experience
• Flexible working
• Study support
• Progression available
• 22 days holiday increasing up to 25 days. Closed over Christmas so additional 3 days that do not come out of your holiday allowance.
• Private medical healthcare - Personal, and partner/family available.
• Group pension scheme
• Discretionary company bonus based on performance.

If you would like to apply, please click below or alternatively please email directly.

Synonyms

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