Join Our Client's Dynamic Team as an IFA Administrator

Are you looking for a rewarding career in the financial services industry? Do you have excellent communication and organisational skills? Do you enjoy working with people and helping them achieve their financial goals?

If so, we have an exciting opportunity for you!

Our client is a well-respected business providing financial advice and solutions to individuals, families, and businesses. We are looking for an IFA Administrator to join their team and support their Financial Planners in delivering high-quality service to clients.

Responsibilities:

• Collaborate with Financial Planners to deliver outstanding service and manage the client advice journey.
• Prepare necessary paperwork promptly for new and review planning meetings, ensuring a positive client experience.
• Efficiently gather information on existing client products using Letters of Authority, prepare illustrations, and submit new business.
• Monitor all business transactions, keeping clients and Planners informed throughout the process.
• Handle existing client transactions, including withdrawals, top-ups, and fund transfers.
• Manage proposition changes, rebalances, and other necessary tasks.
• Identify clients due for review and follow established workflows.
• Maintain accurate client records across various software systems.
• Utilise task and workflow management system (IO) to ensure a seamless client experience.
• Support Operations and Compliance functions by maintaining accurate information.
• Adhere strictly to defined processes within the team.

Experience Required:

• Experience of working within a pension or financial services administration role
• Strong attention to detail and accuracy
• Good IT skills and a working knowledge of MS packages including Excel
• Proficiency in IO would be advantageous
• Ability to work under pressure and meet deadlines
• Excellent communication skills (verbal and written)
• Broad knowledge of the financial services sector and relevant FCA regulations

On Offer:

• Comprehensive salary DOE + Bonus
• Hybrid working
• 28 days holidays + Bank holidays (3 BH can be flexible)
• Supportive and friendly working environment
• Study support towards professional qualifications
• Pension & benefits package including Death in Service, Bupa Cash Plan and Healthcare

If you are interested in joining our client’s dynamic team, please submit your CV or contact Pauline Low at Reed on or on LinkedIn if you have any questions

I look forward to hearing from you!