IFA Admin

Recruit UK is working on an exciting opportunity with a sought-after Financial Planning firm in Blackburn that is looking for an experienced IFA Administrator to join its growing team.

This is a fantastic opportunity for someone with financial planning administration experience who is looking to work in a well-established firm that can provide professional growth opportunities.

The Role:

As an IFA Administrator, you will provide essential administrative support to Financial Advisers, 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

25 days holiday plus Bank Holidays.

Company Pension Scheme

Private Medical Insurance

Life Assurance

Long Term Service Awards

Generous Study/Training Program

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

Confident communicating with clients, advisers and providers.

Ability to manage multiple cases and priorities effectively.

Ability to be office based

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

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