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Senior IFA Administrator

  • Bristol
  • Permanent
  • £30,000 - £38,000 + Bonus and benefits

Job details.

Are you an experienced IFA Administrator looking to take your career to the next level? We are working with a dynamic and reputable financial planning & investment management organisation. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. Our client has its own in-house Discretionary Fund Management (DFM), they offer a unique and integrated approach to financial planning and investment management.

Role: Senior IFA Administrator

Responsibilities:

  • Provide comprehensive administrative support to a team of Independent Financial Advisers (IFAs), ensuring seamless client service and support.
  • Prepare and process new business applications, ensuring accuracy and compliance with industry regulations.
  • Maintain and update client records, ensuring all information is current and compliant with data protection standards.
  • Liaise with clients, product providers, and third-party stakeholders to facilitate smooth transaction processing and client satisfaction.
  • Assist in the preparation of client review packs, reports, and presentations.
  • Manage the workflow and prioritization of administrative tasks, ensuring deadlines are met efficiently.
  • Support the IFAs in research and analysis tasks as required.
  • Contribute to the continuous improvement of administrative processes and systems.

Qualifications and Experience:

  • Proven experience as an IFA Administrator, with a strong understanding of financial planning and investment management processes.
  • Experience working with HNW clients is highly desirable.
  • Excellent organisational skills with a keen eye for detail.
  • Strong communication skills, both written and verbal, with the ability to interact effectively with clients and colleagues.
  • Proficiency in using financial planning software and CRM systems.
  • Ability to work independently and as part of a team, managing multiple tasks and priorities in a fast-paced environment.
  • Relevant financial services qualifications (e.g., CII, CISI) are advantageous but not essential.

What’s on offer:

  • Salary of up to £38,000, depending on experience
  • Discretionary bonus
  • 26 days holiday to 31 days after 5 years + bank holidays
  • Support with achieving professional qualifications
  • Private Medical Insurance and Health Cash plan
  • A day off each year where you can volunteer to undertake charity work for a charity of your choice
  • Generous employer pension contribution
  • DIS Cover provided
  • Income Protection cover
  • Free parking provided

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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