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Senior IFA Administrator
Job Description & How to Apply Below
Investments&Pensions
Location:
Wokingham Salary:£30,000 £ 36,000 Full-time(optiontowork4daysperweek) Permanent|Office-based Areyouanexperienced
Senior
IFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued? Ourclient,awell-establishedfinancialplanningfirmbasedin
Wokingham,islookingtowelcomeaskilled
IFAAdministratortosupport Senior Advisersacrossinvestmentsandpensions .Thisisavaried,hands-onroleofferinglong-term progression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperienced
IFAs. Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep.
The Role Managingclientcorrespondenceviaphone,email,portals,and messages Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries Liaisingwithplatformsandproviderstoresearchandresolvequeries Processingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,income payments,andfundswitches Maintainingaccurateclientrecordson Intelliflo(IO) and spreadsheets Preparingclearandaccuratesummariesfornewclients Reviewingsuitabilityandreviewreportstoensureaccuracyandcompliance Monitoringandmanagingclientportalcommunications Reviewingadvisermeetingnotesandimplementingagreedactionsandfollow-ups About You Previousexperienceinan
IFAAdministrationrole,withsolidknowledgeofpensionsandinvestments Strongorganisationalskillswithexcellentattentiontodetail Confident,professionaltelephonemannerandclearwrittencommunication Proficient in Microsoft Office Experience using Intelliflo(IO) ishighlyadvantageous Whatson Offer Salaryupto £36,000dependingonexperience Optiontoworka4-dayweek(Monday Thursday) salaryprorata 28daysannualleave Company pension Officeconvenientlylocatedwithexcellenttransportlinksfrom Wokinghamstation Supportive,professionalenvironmentwithexperiencedadvisers
Position Requirements
10+ Years
work experience
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