Experienced IFA Administrator

Job Ref

91011

Location

Preston

Salary

£30,000 - £40,000 Per Annum

Employment Type

Permanent

• Location: Preston, Lancashire
• Type: Permanent
• Job #91011
• Salary: £30,000 - £40,000 Per Annum

The Role

You will provide high-quality administrative support to Financial Advisers and Paraplanners, ensuring clients receive an efficient and professional service throughout the advice process.

Key Responsibilities Will Include

• Providing day-to-day administrative support to Financial Advisers and Paraplanners.
• Processing new business and client instructions from start to completion.
• Preparing client meeting and annual review documentation.
• Maintaining accurate and compliant client records.
• Preparing illustrations, valuations and relevant product documentation.
• Liaising with clients, providers and other professional contacts.
• Processing applications, withdrawals, transfers and other client transactions.
• Monitoring outstanding business and following up with providers.
• Supporting advisers with general client queries.
• Ensuring all administration is completed accurately and in line with FCA requirements.
• Working closely with the wider team to ensure a smooth and efficient client journey.

About You The successful candidate will ideally have:

• Previous experience working as an IFA Administrator within a financial planning or wealth management environment.
• Good understanding of the financial advice process.
• Experience supporting Financial Advisers and/or Paraplanners.
• Knowledge of pensions, investments and protection.
• Strong attention to detail and excellent organisational skills.
• Confident communication skills when dealing with clients and providers.
• Ability to manage multiple tasks and competing deadlines.
• Good knowledge of FCA requirements and working within a regulated environment.
• Experience using relevant financial planning/back-office systems would be advantageous.