IFA Administrator
Aberdeen | Around £30,000 depending on experience | Full-time, office-based
MBF are working with a growing independent Wealth Management firm in Aberdeen to recruit an Administrator to support its Financial Advisers, Paraplanners and clients.
The business advises individuals, families and business owners, offering a varied role within a friendly and supportive team. You will help manage the administration behind the advice process, ensuring cases progress efficiently and clients receive a high standard of service.
This opportunity would suit an experienced IFA Administrator who enjoys client support, takes pride in accuracy and wants to develop within administration over the longer term. Candidates with a strong administration background outside financial services may also be considered.
The role
Working closely with Advisers and Paraplanners, your responsibilities will include:
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Preparing and processing pension, investment and protection applications.
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Managing Letters of Authority and obtaining information from providers.
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Liaising with providers and following up outstanding requirements.
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Preparing client meeting packs and supporting case preparation.
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Assisting with suitability report preparation and implementation.
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Maintaining accurate client records and back-office systems.
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Liaising with clients and professional connections.
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Monitoring new business through to completion.
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Ensuring documentation meets the firm’s regulatory and service standards.
About you
You will have strong organisational and communication skills, excellent attention to detail and the confidence to take ownership of your workload.
Previous experience within an IFA or Wealth Management practice would be particularly valuable, alongside knowledge of pensions, investments and ISAs. Experience using Intelligent Office and processing new business would also be advantageous.
You should be comfortable using Microsoft Office, including Outlook, Word, Excel and PowerPoint. CII qualifications or progress towards them would be welcomed, although these are not essential.
What’s on offer
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Salary around £30,000, depending on experience.
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Annual bonus scheme.
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Company pension.
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Private medical insurance.
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Referral scheme.
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Support towards professional qualifications.
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Ongoing training and development.
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Modern Aberdeen office with free parking.
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Friendly, supportive working environment.
The firm is looking for someone who wants to build their experience and contribution within administration for at least the next three years. Longer-term career development can be explored as experience and business requirements allow.
Sector:
- Financial Services
- Financial Planning
