Recruit UK is working on an exciting opportunity with a sought-after Financial Planning firm in Blackburn that is looking for an experienced IFA Administrator to join its growing team.
This is a fantastic opportunity for someone with financial planning administration experience who is looking to work in a well-established firm that can provide professional growth opportunities.
The Role:
As an IFA Administrator, you will provide essential administrative support to Financial Advisers, helping to ensure clients receive an efficient and professional service. Including processing Letters of Authority (LOA), liaising with providers and clients, preparing client documentation.
Responsibilities
- Process new business applications
- Process Letters of Authority and request client policy information
- Prepare paperwork for client meetings
- Manage adviser diaries and arrange appointments
- Keep client records and internal systems up to date
- Prepare valuations, forms and client letters
- Track new business and follow up on outstanding information
- Check paperwork meets FCA and company requirements
- Prepare documents for ongoing client reviews
- Answer routine queries from clients, advisers and providers
- Track transfers, pension switches, investments and protection cases
- Arrange withdrawals, contributions and fund switches
- Support advisers and paraplanners with case preparation
What’s in it for you:
- Salary up to £35,000 DOE
- 25 days holiday plus Bank Holidays.
- Company Pension Scheme
- Private Medical Insurance
- Life Assurance
- Long Term Service Awards
- Generous Study/Training Program
Skills and experience required:
- At least 1 year of experience as an IFA Administrator, ideally within a financial planning firm.
- Previous experience processing new business
- Confident communicating with clients, advisers and providers.
- Ability to manage multiple cases and priorities effectively.
- Ability to be office based
Get in touch or apply online to find out more about this opportunity!
IFA Admin in Blackburn employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
