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Senior IFA Administrator
Job Description & How to Apply Below
Part time
Location:
Wokingham Salary:£30,000 £ 36,000 (pro-rata) 4daysperweek Permanent|Office-based Areyouanexperienced Senior IFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued? Ourclient,awell-establishedfinancialplanningfirmbasedin
Wokingham,islookingtowelcomeaskilled Senior
IFAAdministratortosupport Senior Advisersacrossinvestmentsandpensions .Thisisavaried,hands-onroleofferinglong term progression,flexibilityaroundworkingpatterns,andtheopportunitytoworkclosely with experienced
IFAs. Ifyouenjoybeingthebackboneoftheadvisoryprocess ensuring accuracy,compliance,andexcellentclientservicethiscouldbeanexcellentnextstep.
The Role Managingclientcorrespondenceviaphone,email,portals,andmessages Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries Liaisingwithplatformsandproviderstoresearchandresolvequeries Processingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,incomepayments,andfundswitches Maintainingaccurateclientrecordson Intelliflo(IO) andspreadsheets 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 4-dayweek(Monday Thursday) salaryprorata 28daysannualleave Company pension Officeconvenientlylocatedwithexcellenttransportlinksfrom Wokinghamstation Supportive,professionalenvironmentwithexperiencedadvisers
Position Requirements
10+ Years
work experience
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