Senior IFA Administrator

Anthony Alexandra
14 May 2017
13 Jun 2017
Contract Type
Full Time

A forward thinking Financial Planning and Wealth Management business that provides independent advice to individuals, trustees and companies that prides itself on its service, impartiality and professionalism is looking to expand in one of its many offices across the UK.

An exciting opportunity has arisen for a candidate to join the Financial Planning Team as an IFA Administrator to deal with client enquiries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner and processing of new business and documentation in accordance with the agreed service and quality standards.

Additional duties include:

  • Mentoring Junior Members of staff
  • Entering information on systems ensuring the data is accurate and up to date
  • General administration ensuring the work flows effectively
  • Preparing for adviser/client meetings including obtaining quotations, illustrations
  • Producing client valuations
  • Dealing with adviser charge, fee and commission enquiries


  • Over 5 years experience working within an IFA enviroment
  • Professional qualifications would be an advantage
  • Experience using back office systems and/or WRAP platforms
  • Good general knowledge of all Investments, Pensions and Protection Products


  • Salary of up to £35,000
  • 25 days’ holiday
  • Professional membership paid for and support with further qualifications
  • Working hours are Monday-Friday, 9am - 5pm
  • Death in service (4x salary)
  • Contributory pension scheme
  • Income protection