Role:
This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment.
Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team.
If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career.
The Opportunity
As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey.
Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence.
Key Responsibilities
- Preparing client review packs, valuation reports, and performance documentation
- Processing new business submissions and ensuring all compliance requirements are met
- Liaising with providers to obtain policy information, valuations, and illustrations
- Managing client servicing activities, including withdrawals, fund switches, and policy amendments
- Maintaining accurate and up-to-date client records using the firm's back-office systems
- Preparing post-review correspondence and keeping clients informed throughout the advice process
- Supporting Financial Planners with complex investment, pension, protection, and mortgage cases
- Producing fund switch reports and assisting with research using FE Analytics
- Coaching and supporting junior administrators to encourage development and best practice
The successful candidate will possess:
- A minimum of 4 years' experience within an IFA/Financial Planning administration role
- Strong technical knowledge of pensions, investments, protection, and financial planning processes
- A thorough understanding of FCA regulatory requirements and industry best practice
- Experience supporting complex and high-value client cases
- Excellent organisational skills with a meticulous attention to detail
- Strong communication and relationship-building abilities
- Proficiency with financial planning back-office systems and Microsoft Office applications
IFA Administrator in Preston employer: Accountancy Action
As a Financial Controller at our company, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all within a supportive environment that values your contributions. Join us in a location that fosters both personal and career development, making it an ideal place for meaningful and rewarding employment.
