My client is currently looking for an experienced Senior IFA Administrator to join their team in Bolton.
This is a varied role and is suitable to someone who enjoys being organised, has great attention to detail, and who also enjoys being part of a close-knit team. The successful candidate needs to be confirmed in dealing directly with clients and product providers and who ideally has both private client and corporate experience.
The Role:
- Providing professional, friendly support to clients, advisers, and product providers.
- Preparing client valuations, annual review information, illustrations, and projections.
- Processing new business applications, investment and pension transactions, and Letters of Authority from start to finish.
- Liaising with providers to obtain information, progress applications, and resolve queries.
- Maintaining accurate client records and ensuring documentation is managed in line with compliance requirements.
- Supporting ongoing client servicing, including Bed & ISA transactions, cash management, and employee benefits administration.
- Assisting with Auto-Enrolment, Group Personal Pension, Group Private Medical Insurance, Group Life and Small Self-Administered Scheme (SSAS) administration.
- Handling day-to-day client and employee benefit enquiries with a proactive, customer-focused approach.
- Providing general administrative support, including answering calls, managing post, scanning documents, and contributing to the smooth running of the office
About you:
- Previous experience working within an Independent Financial Adviser (IFA) practice or a similar financial services environment is essential.
- Experience working with corporate schemes is desirable.
- Knowledge of SSAS schemes is desirable
- Is organised, dependable and enjoys keeping things running efficiently.
- Has excellent attention to detail and takes pride in producing accurate work.
- Communicates clearly and professionally with clients and colleagues.
- Is confident using IT systems and maintaining accurate records.
- The company is offering competitive salary of £32k to £35k with a good benefits package and hybrid working (2 days from home)
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Senior IFA Administrator in Bolton employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
