This Corporate IFA Administrator job offers an excellent opportunity if you are an experienced administrator who thrives on the corporate and group pensions side of financial planning and prefers a strong office based role.
You will join an established advisory business where corporate work sits at the heart of the operation. As a Corporate IFA Administrator, your focus will be supporting advisers with corporate clients, group pension schemes and associated administration, ensuring cases progress smoothly and compliantly from start to finish.
This Corporate IFA Administrator role is very much about getting the right person with the right background. Whilst exposure to private client work would be beneficial, the emphasis is firmly on corporate experience, with training available on private client work if required.
Key aspects of the Corporate IFA Administrator job include:
• End to end administration support for corporate and group pension cases
• Liaising with providers, advisers and corporate clients
• Processing new business, alterations and ongoing servicing
• Ensuring accurate record keeping and compliance standards
• Working closely with the wider office based support team
There is genuine scope for development within this Corporate IFA Administrator position as the business continues to grow its corporate proposition.
Corporate IFA Administrator Requirements
• Essential experience as a Corporate IFA Administrator or similar corporate focused role
• Strong knowledge of group pensions and corporate schemes
• Experience working within an FCA regulated financial planning environment
• Familiarity with back office and provider platforms
• Private client administration exposure desirable but not essential
The Company
You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice and long term client relationships. The business has invested heavily in its people and infrastructure, creating a supportive and professional working environment.
Corporate IFA Administrator Benefits
• Competitive salary based on experience
• Primarily office based working arrangement
• Agile working policy in place once established
• Supportive team culture with long term career prospects
Location
This Corporate IFA Administrator job is based in Leicester .
If you are an experienced Corporate IFA Administrator looking for a stable, office based opportunity with a strong corporate focus, please apply now.
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