IFA Administrator
Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.
Key Responsibilities:
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Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
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Prepare client packs, valuations, meeting documentation, and review paperwork.
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Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
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Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
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Maintain accurate client records and update the CRM system in line with internal procedures.
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Support annual review processes and ongoing servicing requirements.
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Assist with compliance and file checking to ensure records meet FCA and internal standards.
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Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
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Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
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Strong understanding of pensions, investments, protection products, and financial planning administration.
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Knowledge of FCA and compliance requirements within a regulated environment.
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Excellent organisational skills with the ability to manage multiple cases and deadlines.
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Strong attention to detail with a methodical and accurate approach to work.
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Confident written and verbal communication skills.
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Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
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Working towards or interested in professional qualifications would be advantageous.
What’s on Offer:
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Competitive salary of £28,000 - £35,000, depending on experience.
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Supportive and collaborative team environment.
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Opportunities for professional development and career progression.
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Study support for relevant industry qualifications, where applicable.
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Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.
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Monday to Friday, 09:00 – 17:00 (1-hour unpaid lunch break)
