FindCore Recruitment·29 days ago
29 days ago
Senior IFA Administrator
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What you'll do
- Provide high-level administrative support to Financial Advisers and Paraplanners.
- Prepare and process new business applications across pensions, investments and protection.
- Liaise with clients, providers and third parties to obtain information and progress cases.
- Prepare client review packs and supporting documentation.
- Process investment, pension and protection business accurately and efficiently.
- Maintain accurate client records and ensure CRM systems are kept fully up to date.
- Deal with valuations, withdrawals, transfers and other client servicing requests.
- Monitor new business through to completion and resolve any outstanding requirements.
- Ensure all work is completed in line with FCA requirements and internal compliance procedures.
- Support and mentor more junior members of the administration team where required.
What they're looking for
- Strong previous experience within an IFA, wealth management or financial planning environment.
- FPC qualification or equivalent is required.
- Good understanding of pensions, investments and protection products.
- Experience supporting Financial Advisers with new business and ongoing client servicing.
- Strong knowledge of financial services administration and compliance requirements.
- Excellent attention to detail and organisational skills.
- Confident communicating with clients, advisers and product providers.
- Ability to manage a busy workload and prioritise multiple cases.
Nice to have
- Experience using financial planning CRM or back-office systems would be advantageous.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.
Permanent position. This role will be based in Edinburgh.
Salary
£33,000 – £43,000, depending on experience
Key Responsibilities
- Provide high-level administrative support to Financial Advisers and Paraplanners.
- Prepare and process new business applications across pensions, investments and protection.
- Liaise with clients, providers and third parties to obtain information and progress cases.
- Prepare client review packs and supporting documentation.
- Process investment, pension and protection business accurately and efficiently.
- Maintain accurate client records and ensure CRM systems are kept fully up to date.
- Deal with valuations, withdrawals, transfers and other client servicing requests.
- Monitor new business through to completion and resolve any outstanding requirements.
- Ensure all work is completed in line with FCA requirements and internal compliance procedures.
- Support and mentor more junior members of the administration team where required.
Skills & Experience
- Strong previous experience within an IFA, wealth management or financial planning environment.
- FPC qualification or equivalent is required.
- Good understanding of pensions, investments and protection products.
- Experience supporting Financial Advisers with new business and ongoing client servicing.
- Strong knowledge of financial services administration and compliance requirements.
- Excellent attention to detail and organisational skills.
- Confident communicating with clients, advisers and product providers.
- Ability to manage a busy workload and prioritise multiple cases.
- Experience using financial planning CRM or back-office systems would be advantageous.
What’s on Offer
- Salary of £33,000 – £43,000 depending on experience.
- Permanent, full-time position.
- Opportunity to join an established financial planning business.
- Long-term career progression.
- Ongoing training and professional development.
- Supportive and professional working environment.
For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Company
FindCore Recruitment
Edinburgh, United Kingdom
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