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Open nowFirst seen 5 days ago

IFA Administrator

International Recruiters - Connecting Financial Specialists Limited128 open roles

Pay
£28,000 a year
Where
Lytham St Annes, Lytham Saint Annes, United Kingdom, Remote
Work mode
Remote
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Your applicationOpen nowIFA AdministratorInternational Recruiters - Connecting Financial Specialists Limited · Lytham St Annes, Lytham Saint Annes, United Kingdom, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Financial Services Administrator | IFA Experience Essential | Hybrid | Up to £28,000

Location: Lytham St Annes (Hybrid)

Our client, a well-established and highly respected independent financial planning firm, is looking to appoint an experienced Financial Services Administrator to join its growing support team.

This is an excellent opportunity for someone with previous Independent Financial Adviser (IFA) administration experience who enjoys providing exceptional client service while supporting Financial Planners and Paraplanners in delivering first-class financial planning solutions.

Working within a collaborative and professional environment, you'll become an integral part of the client journey, ensuring every case is managed accurately, efficiently and in line with regulatory requirements.

The Opportunity

As a Financial Services Administrator, you'll provide comprehensive administrative support throughout the financial planning process while maintaining exceptional standards of client care and compliance.

Your responsibilities will include:

  • Preparing documentation and portfolio valuations for client review meetings
  • Supporting Financial Planners and Paraplanners with the administration of new and existing client cases
  • Processing new business applications, policy servicing and review work within agreed timescales
  • Maintaining accurate client records and compliance documentation
  • Liaising with clients, providers and third parties to manage ongoing case progression
  • Responding to client enquiries in a professional and timely manner
  • Ensuring all administration complies with FCA and internal regulatory standards
  • Working collaboratively with the wider financial planning team to deliver an outstanding client experience

About You

The successful candidate will have:

  • A minimum of two years' experience within an Independent Financial Adviser (IFA) administration role(essential)
  • Experience administering pensions, investments and wealth management products
  • Strong knowledge of financial planning administration processes
  • Excellent organisational and time management skills
  • Outstanding attention to detail and accuracy
  • Strong written and verbal communication skills
  • The ability to manage multiple priorities within a busy office environment
  • A proactive, positive and team-focused approach
  • Good working knowledge of Microsoft Office applications
  • Experience using financial planning back-office systems and investment platforms would be advantageous

What's on Offer

  • Competitive salary of up to £28,000, depending on experience
  • Hybrid working to support work-life balance
  • Supportive and collaborative team environment
  • Ongoing professional development opportunities
  • Comprehensive employee benefits package
  • Long-term career progression within a growing financial planning business

Why Apply?

This is an excellent opportunity for an experienced IFA Administrator looking to join a highly regarded financial planning firm where your experience will be recognised and your career can continue to develop.

If you're passionate about delivering outstanding client service, thrive in a busy financial planning environment, and want to be part of a professional and supportive team, we'd love to hear from you.

For a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process exclusively, and all applications and enquiries will be treated with the strictest confidence.

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