At a Glance
- Tasks: Provide top-notch admin support to financial advisers and ensure a smooth client journey.
- Company: Join a professional and client-focused financial planning team.
- Benefits: Competitive salary, supportive environment, and opportunities for growth.
- Other info: Dynamic role with a focus on compliance and client satisfaction.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services and strong knowledge of pensions and investments.
The predicted salary is between 30000 - 40000 £ per year.
Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.
Key Responsibilities:
- Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
- Prepare client packs, valuations, meeting documentation, and review paperwork.
- Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
- Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
- Maintain accurate client records and update the CRM system in line with internal procedures.
- Support annual review processes and ongoing servicing requirements.
- Assist with compliance and file checking to ensure records meet FCA and internal standards.
- Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
- Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
- Strong understanding of pensions, investments, protection products, and financial planning administration.
IFA Administrator employer: Proactive Personnel Ltd
Join a dynamic and supportive financial planning team where your contributions as an IFA Administrator will be valued and recognised. Our company fosters a collaborative work culture that prioritises professional development, offering ample opportunities for growth and advancement in the financial services sector. Located in a vibrant area, we provide a stimulating environment that encourages innovation and excellence, ensuring you can thrive while delivering exceptional service to our clients.
