Senior IFA Administrator

Coventry Source: WhatJobs

See advert for pay

Overview

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
Ensure all compliance paperwork is accurately completed and maintained.
Prepare application forms and supporting documents for the advice process.
Process and manage new business and servicing cases, including more complex transactions, through to completion.
Monitor the progress of applications and proactively update Advisers on any issues or delays.
Action servicing requests and changes to clients investments.
Prepare client portfolio valuations and review packs.
Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

Minimum of 3 years experience within an independent financial planning or wealth management firm.
Strong understanding of financial planning products, processes, and compliance requirements.
Ideally hold RO1 or CF1 , or be working towards equivalent qualifications.
Excellent attention to detail with strong numeracy and literacy skills.
Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.