Experienced IFA Administrator - Full time, Permanent


About the Role
My client is seeking an experienced IFA Administrator to join their dynamic team. This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering exceptional support to Independent Financial Advisers.
Core Responsibilities
In a typical week, you will:
*Office Administration: Work collaboratively within the team to manage day-to-day office administration tasks.
*Compliance & AML Checks: Review new business submissions against Anti-Money Laundering (AML) and compliance requirements, ensuring accuracy before processing and chasing overdue items.
*Document Management: File all correspondence, including electronic documents, using Virtual Cabinet (our cloud-based document library).
*New Business Support: Arrange documentation such as illustrations, quotations, and other supporting materials for new business cases.
*Compliance Maintenance: Ensure all compliance documents (e.g., Money Laundering checks, Client Verification) are up to date.
*Client Record Updates: Maintain and update back-office client records for new business submissions, investment changes, and personal details.
*Investment Valuations: Produce investment valuations using back-office systems and provider downloads.
*Accounts Assistance: Support the Accounts team with fee-related queries.
Skills & Experience
*Previous experience in an IFA administration role is essential.
*Strong understanding of financial services compliance and AML requirements.
*Proficiency in back-office systems and document management software (experience with Virtual Cabinet is advantageous).
*Excellent organisational skills and attention to detail.
*Ability to work effectively within a team and manage multiple priorities.
What My Client Offers
*Competitive salary and benefits package.
*Supportive team environment with opportunities for professional development.
*Modern office facilities and flexible working options.