Senior IFA Administrator (Hybrid Working)
hace 5 días
Croydon
Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector. \n Day-to-day of the role: \n\n • Client Administration:\n \n, • Prepare client documentation and suitability report packs.\n, • Process new business applications for investments, pensions, protection, and savings products.\n, • Manage client records and maintain CRM systems.\n, • Handle client correspondence via email, telephone, and post.\n, • Schedule client meetings and prepare meeting packs.\n \n, • Provider and Product Liaison:\n \n, • Contact pension, investment, and insurance providers for information and updates.\n, • Obtain valuations, policy information, and fund details.\n, • Track outstanding business and follow up on applications.\n \n, • Compliance and Regulation:\n \n, • Ensure client files meet FCA and company compliance standards.\n, • Complete anti-money laundering (AML) and Know Your Customer (KYC) checks.\n, • Maintain accurate audit trails and client documentation.\n, • Support advisers during compliance reviews and audits.\n \n, • Business Processing:\n \n, • Process pension transfers, investment applications, withdrawals, and fund switches.\n, • Monitor pipeline business and provide progress updates.\n, • Resolve administration issues with providers and clients.\n \n, • Client Service:\n \n, • Respond to client queries professionally and promptly.\n, • Build strong relationships with clients and providers.\n, • Support ongoing client review processes.\n \n\n Required Skills & Qualifications: \n\n • Essential:\n \n, • Previous IFA administration experience.\n, • Strong attention to detail and accuracy.\n, • Excellent communication and organisational skills.\n, • Proficiency in Microsoft Office (Word, Excel, Outlook).\n, • Ability to manage multiple tasks and deadlines.\n, • Knowledge of pensions, investments, and protection products.\n, • Familiarity with FCA regulations.\n, • Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner.\n \n\n Benefits: \n\n • Competitive salary based on experience.\n, • Opportunities for career progression within the financial sector.\n, • Supportive and dynamic work environment.\n, • Access to industry training and development.\n\n \n