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Open nowFirst seen 5 days ago

IFA Administrator - Preston

International Recruiters - Connecting Financial Specialists Limited128 open roles

Pay
£40,000 a year
Where
Preston, United Kingdom, Remote
Work mode
Remote
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Your applicationOpen nowIFA Administrator - PrestonInternational Recruiters - Connecting Financial Specialists Limited · Preston, United Kingdom, Remote

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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

IFA Administrator | Independent Financial Planning | Hybrid | Up to £40,000

Location: Preston, Lancashire (Hybrid)

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

This is an excellent opportunity for an experienced financial services professional who enjoys delivering exceptional client service while supporting Financial Planners and Paraplanners throughout the advice process.

Working within a collaborative and professional environment, you'll play a vital role in ensuring clients receive a seamless experience from initial enquiry through to the implementation of financial planning recommendations.

The Opportunity

As an IFA Administrator, you'll provide comprehensive administrative support across all aspects of the financial planning process, ensuring cases are progressed efficiently, accurately and in line with FCA regulations.

Your responsibilities will include:

  • Preparing documentation for client meetings and annual reviews
  • Processing new business applications, fund switches, withdrawals and policy servicing
  • Liaising with product providers, platforms and third parties to progress client cases
  • Managing Letters of Authority and obtaining policy information
  • Maintaining accurate client records and compliance documentation
  • Supporting Financial Planners and Paraplanners with ongoing client servicing
  • Monitoring outstanding business and keeping clients informed throughout the advice process
  • Preparing valuation reports and client review packs
  • Ensuring all documentation meets regulatory and internal compliance standards
  • Delivering a first-class level of client service through telephone and email communication

About You

The successful candidate will have:

  • Previous experience as an IFA Administrator within an Independent Financial Adviser or Wealth Management firm
  • Strong knowledge of financial planning administration processes
  • Experience dealing with pensions, investments and protection products
  • Excellent organisational and time management skills
  • Outstanding attention to detail and accuracy
  • Strong communication and client relationship skills
  • The ability to manage multiple priorities in a busy environment
  • A proactive and collaborative approach
  • Experience using financial planning back-office systems and provider platforms would be advantageous

What's on Offer

  • Competitive salary of up to £40,000, depending on experience
  • Hybrid working
  • Supportive and collaborative team culture
  • Ongoing professional development opportunities
  • Comprehensive employee benefits package
  • Long-term career progression within an established independent financial planning business
  • Opportunity to work alongside experienced Financial Planners and technical specialists

Why Apply?

This is a fantastic 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 grow.

If you're passionate about delivering exceptional client service and enjoy working within a professional, client-focused wealth management environment, we'd love to hear from you.

For a confidential discussion or to apply, please contact Maria at International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process, and no company details will be shared until the appropriate stage of the recruitment process. All applications and enquiries will be treated in the strictest confidence.

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