Eden Rose
Experienced IFA Administrator
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Job Ref
91011
Location
Preston
Salary
£30,000 - £40,000 Per Annum
Employment Type
Permanent
Location: Preston, Lancashire Type: Permanent Job #91011 Salary: £30,000 - £40,000 Per Annum
The Role
You will provide high-quality administrative support to Financial Advisers and Paraplanners, ensuring clients receive an efficient and professional service throughout the advice process.
Key Responsibilities Will Include
- Providing day-to-day administrative support to Financial Advisers and Paraplanners.
- Processing new business and client instructions from start to completion.
- Preparing client meeting and annual review documentation.
- Maintaining accurate and compliant client records.
- Preparing illustrations, valuations and relevant product documentation.
- Liaising with clients, providers and other professional contacts.
- Processing applications, withdrawals, transfers and other client transactions.
- Monitoring outstanding business and following up with providers.
- Supporting advisers with general client queries.
- Ensuring all administration is completed accurately and in line with FCA requirements.
- Working closely with the wider team to ensure a smooth and efficient client journey.
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About You
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The successful candidate will ideally have:
- Previous experience working as an IFA Administrator within a financial planning or wealth management environment.
- Good understanding of the financial advice process.
- Experience supporting Financial Advisers and/or Paraplanners.
- Knowledge of pensions, investments and protection.
- Strong attention to detail and excellent organisational skills.
- Confident communication skills when dealing with clients and providers.
- Ability to manage multiple tasks and competing deadlines.
- Good knowledge of FCA requirements and working within a regulated environment.
- Experience using relevant financial planning/back-office systems would be advantageous.
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