IFA Administrator

Recruit UK is working with a fantastic Financial Planning firm in Doncaster that is looking for an experienced IFA Administrator to join its team.

This is a great opportunity for someone with financial planning administration experience who is lacking a supportive environment and wanting to progress through the firm.

The Role:

As an IFA Administrator, you will provide essential administrative support to Paraplanners and Financial Advisors, helping to ensure clients receive an efficient and professional service. Including processing Letters of Authority (LOA), liaising with providers and clients, preparing client documentation.

Responsibilities

• Process new business applications
• Process Letters of Authority and request client policy information
• Prepare paperwork for client meetings
• Manage adviser diaries and arrange appointments
• Keep client records and internal systems up to date
• Prepare valuations, forms and client letters
• Track new business and follow up on outstanding information
• Check paperwork meets FCA and company requirements
• Prepare documents for ongoing client reviews
• Answer routine queries from clients, advisers and providers
• Track transfers, pension switches, investments and protection cases
• Arrange withdrawals, contributions and fund switches
• Support advisers and paraplanners with case preparation

What’s in it for you:

• Salary up to £35,000 DOE
• Hybrid working pattern
• 33 days holiday plus Bank Holidays, with annual buy and sell leave scheme
• Private pension matching schemes
• Group Income Protection
• Employee Assistance Programme
• Enhanced Family Leave
• Annual Railcard Benefit
• Private Medical Insurance
• Life Assurance

Skills and experience required:

• At least 1 year of experience as an IFA Administrator, ideally within a financial planning firm.
• Previous experience processing new business
• Strong communication with clients, advisers and providers.

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.