Senior IFA Administrator

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients.

Role Description

This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include:

• Managing client administration and maintaining compliance documentation.
• Preparing review packs and reports.
• Processing applications and ensuring accurate record-keeping.
• Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.
• Fostering professional relationships with both clients and colleagues.

Salary & Benefits

• Salary: 28,000 - 34,000 per annum, plus benefits.
• Work Arrangement:
  On-site, Monday to Friday.

Qualifications

• Proven experience in a financial services or IFA environment is essential.
• Proficiency in financial administration, client file management, and compliance.
• Strong organizational, analytical, and time management skills.
• Excellent communication skills with high attention to detail.
• Proficiency in Microsoft Office Suite.

If you are interested in this opportunity, please get in touch for more information.