Senior IFA Administrator

We are recruiting for an experienced Senior IFA Administrator to join an established Wealth Management business, providing high-level administrative support to Financial Advisers and their clients.

Key Responsibilities

• Managing client review preparation, valuations and review packs.
• Processing new business, transfers, withdrawals and policy changes.
• Liaising with providers and chasing outstanding information.
• Supporting Advisers with research, investment information and client recommendations.
• Preparing client correspondence and maintaining accurate records.
• Managing client files and ensuring compliance with FCA and Consumer Duty requirements.
• Acting as a key point of contact for Advisers, clients and providers.
• Supporting and improving administrative processes where required.

About You

• Strong experience within IFA/Wealth Management administration.
• Confident supporting Financial Advisers with complex client cases.
• Excellent organisation, attention to detail and communication skills.
• Good understanding of the financial advice process and regulatory requirements.
• Confident using financial services systems and Microsoft Office.
• Proactive, reliable and able to work independently as well as part of a team.

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