0208 164 5111Submit your CV

Jobs  /  Administration  /  Basingstoke and Deane

Senior IFA Administrator

£32,000 – £38,000Basingstoke and DeanePermanentPosted 21 days ago
  • Senior IFA Administrator

Colchester | From £35,000

We are working with a long-established professional services firm to recruit a Senior IFA Administrator for the financial planning team in their Colchester office.

Our client has a well-regarded financial planning division advising a high net worth client base, and now sits within a larger national group, so the local team and client relationships remain, with the benefits, development structure and stability of a substantial business behind them.

THE ROLE

Reporting to the IFA Team Leader and working alongside the Financial Planning Managers, Financial Planners and Paraplanners, this is a senior administration role focused on client servicing, new business implementation and ongoing review administration. The emphasis throughout is on supporting a premium client experience with accurate, auditable and compliant records.

Key responsibilities include

Good standard of general education including English GCSE or equivalent, with strong written and verbal communication skills suited to a high net worth client base

No professional qualifications are required for this role - relevant experience, capability and a strong client-service mindset are considered more important. For the right candidate, the firm will provide financial support towards regulated financial planning exams and the Regulated Financial Planning Diploma.

  • Preparing and submitting new business applications and supporting documentation
  • Obtaining provider information, valuations and policy details
  • Processing letters of authority, withdrawals, top-ups, fund switches and other servicing requests
  • Monitoring pipelines, chasing providers and platforms, and progressing cases through to completion
  • Preparing review packs, meeting documentation and ongoing service administration
  • Maintaining accurate client records, workflows and document management on the back-office and CRM systems
  • -Handling client and provider enquiries by telephone and email, resolving where appropriate and escalating where necessary
  • Working closely with the wider team to prioritise workloads, progress cases and provide cover during absence or peak demand
  • Working in line with FCA rules, Consumer Duty, GDPR and AML requirements
  • WHO THIS WILL SUIT
  • Significant experience in an IFA, wealth management or financial planning administration role
  • Strong working knowledge of pensions, investments, ISAs, bonds, protection and general client servicing
  • Experience of new business processing, provider and platform liaison, and ongoing review administration
  • Comfortable working within back-office, CRM and provider systems, with a strong record-keeping discipline
  • Excellent organisation, prioritisation and attention to detail
  • Able to work independently, manage competing priorities and use initiative to resolve issues

THE PACKAGE

  • Salary from £35,000, depending on experience
  • Pension - 5% employee contribution matched by 5% employer contribution
  • Life assurance - death in service cover at four times salary

Share Incentive Plan

  • Private medical insurance scheme and healthcare cashback
  • Annual eye test and employee assistance and counselling support
  • Holiday purchase scheme and enhanced family leave pay
  • Cycle to work scheme, electric car scheme, discounts platform and legal fees discount
  • Season ticket loan
  • Study support, e-learning platform, coaching and mentoring
  • Paid volunteering time each month

Applying

Four fields, then a person reads it.

No account, no portal, no twenty-minute form rebuilding your CV into boxes. Send the CV you already have.

  1. Your CV lands with BenjaminNot a shared inbox. The consultant who took this role on.
  2. A person reads it, usually the same dayNot a keyword filter, and not a queue.
  3. Nothing goes to the client without your say-soWe tell you who it is before anything is sent.

Your details go to mbf and nowhere else. We will not forward your CV to any employer without asking you first.

Also open

Other administration roles.

IFA Administratorup to £30,000AberdeenAdministrationFinancial Planning AdministratorSalary on enquiryWarwickshireAdministrationIFA Administrator£25,000 – £32,000CheltenhamAdministration
The indexCurrent opportunitiesFor employersAbout usContactPrivacyTermsSubmit your CVModern slaveryMB Fitzgerald Recruitment Ltd
Senior IFA Administrator, Basingstoke and Deane — mbf