Full job descriptionSenior IFA Administrator- Wealth Management
Location: Hitchin, Hertfordshire
Salary: £30,000–£40,000 + Bonus, dependent on experience
Hours: Monday–Friday, 9:00am–5:30pm
Working arrangement: Office-based
The Opportunity
An exciting opportunity has arisen for an experienced Senior IFA Administrator to join a growing independent financial advice firm based in Hitchin.
This is an excellent opportunity for an established Financial Services Administrator who enjoys taking ownership of client cases, delivering excellent client service and supporting the operational efficiency of a financial planning business.
Working closely with the Head of Operations, Financial Advisers and Paraplanners, you will play an important role in managing the firm’s day-to-day administration and ensuring a smooth and efficient client journey.
Key Responsibilities
*Provide comprehensive administrative support to Financial Advisers and the Head of Operations.
*Manage client cases from initial instruction through to successful completion.
*Process new business applications across pensions, investments and ISAs.
*Liaise with clients, advisers, providers and investment platforms by telephone and email.
*Coordinate annual reviews and ongoing client servicing requirements.
*Monitor outstanding business and proactively chase clients and providers to obtain the information required.
*Maintain accurate client records, documentation and CRM systems.
*Prepare client correspondence, meeting packs and review documentation.
*Ensure all administration is completed accurately, efficiently and in accordance with internal procedures and regulatory requirements.
*Support the Head of Operations with business processes, projects and day-to-day operational activities.
*Identify opportunities to improve workflows, processes and overall administrative efficiency.
Skills and Experience Required
The successful candidate will ideally have:
*Previous experience in an IFA practice, wealth management firm or financial services environment.
*A strong understanding of financial planning administration and the end-to-end client journey.
*Experience processing new business across pensions, investments and ISAs.
*Excellent organisational skills and attention to detail.
*The ability to manage a varied workload, prioritise tasks and meet deadlines.
*Strong written and verbal communication skills.
*Confidence liaising with clients, Financial Advisers, product providers and platforms.
*Good working knowledge of Microsoft Office and CRM systems.
*A proactive, dependable and professional approach, with a strong focus on client service.
What’s on Offer?
*Competitive salary of £30,000–£40,000, depending on experience.
*Bonus potential.
*The opportunity to join a growing independent financial advice firm.
*Close working relationships with the Head of Operations and Financial Advisers.
*Exposure to a broad range of financial planning administration and operational responsibilities.
*The opportunity to contribute ideas and support improvements as the business continues to grow.
How to Apply
If you are an experienced IFA Administrator looking for a senior role where you can take ownership, develop your responsibilities and contribute to a growing financial planning business, we would love to hear from you.
Apply today to find out more about this opportunity.