Overview
Senior IFA Administrator; Hybrid Jobs in Derby, UK at Reed
Position: Senior IFA Administrator (Hybrid Working)
Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector. Day-to-day of the role:
Client Administration:
Prepare client documentation and suitability report packs. Process new business applications for investments, pensions, protection, and savings products. Manage client records and maintain CRM systems. Handle client correspondence via email, telephone, and post. Schedule client meetings and prepare meeting packs. Provider and Product Liaison:
Contact pension, investment, and insurance providers for information and updates. Obtain valuations, policy information, and fund details. Track outstanding business and follow up on applications. Compliance and Regulation:
Ensure client files meet FCA and company compliance standards. Complete anti-money laundering (AML) and Know Your Customer (KYC) checks. Maintain accurate audit trails and client documentation. Support advisers during compliance reviews and audits. Business Processing:
Process pension transfers, investment applications, withdrawals, and fund switches. Monitor pipeline business and provide progress updates. Resolve administration issues with providers and clients. Client Service:
Respond to client queries professionally and promptly. Build strong relationships with clients and providers. Support ongoing client review processes. Required Skills &
Qualifications:
Essential:
Previous IFA administration experience. Strong attention to detail and accuracy. Excellent communication and organisational skills. Proficiency in Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and deadlines. Knowledge of pensions, investments, and protection products. Familiarity with FCA regulations. Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner. Benefits:
Competitive salary based on experience. Opportunities for career progression within the financial sector. Supportive and dynamic work environment. Access to industry training and development.
Title: Senior IFA Administrator; Hybrid
Company: Reed
Location: Derby, UK
Category:
