Part-time IFA Administrator in Halifax

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.

Role Overview

We are urgently seeking a part-time Investment / IFA Administrator to join the existing Administrative teams. The role supports both Directors and Advisors of the company in day-to-day administrative tasks, including direct contact with clients, third parties and internal stakeholders.

Responsibilities

• Process and monitor all new business applications for Directors and Financial Advisors, liaising with clients and product providers.
• Maintain a strict diary system for all cases submitted and provide regular updates on cases and their development.
• Ensure all files are compliant with AML (Anti-money Laundering) requirements.
• Support Directors and Advisors with client valuations, key client reviews, collation/ completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations.
• Coordinate promotions and client mailers, document scanning and take calls from both product providers and clients.

Qualifications

• 1-3 years experience in an administrative role within a Financial Advisory firm.
• Knowledge or understanding of investments, pensions, life assurance, permanent health insurance and personal tax.
• Studying towards a Diploma in Financial Planning is advantageous.

Benefits

Part‑time position with flexible hours.