IFA Administrator

An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients. As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance. This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits. You will be responsible for: ? Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service ? Serving as a point of contact for clients, handling queries professionally and proactively ? Maintaining and updating back-office systems and client records ? Processing new business, applications, transfers and ongoing servicing requests ? Preparing meeting documentation, valuations and supporting paperwork ? Liaising with product providers and third parties to obtain required information ? Drafting suitability reports across a broad range of advice areas ? Undertaking technical research, including product and fund analysis ? Carrying out regular file checks and spot checks on team output What we are looking for: ? Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role ? Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers ? Ideally Diploma Level 4 qualified, or actively working towards this qualification ? Strong technical knowledge of pensions and investment products ? Experience using financial platforms to generate illustrations and related documentation ? Confident user of Microsoft Word, Excel and Outlook ? Thorough understanding of Intelligent Office or similar back-office systems What's on offer: