IFA Administrator

Location

Barnsley, South Yorkshire | United Kingdom

Job description

Position: IFA Administrator

Location: Barnsley

Salary: £28,000 – £32,000

Reference Number: 8204

Are you a detail-oriented and experienced financial professional looking to take the next step in your career? We have an exciting opportunity for an IFA Administrator to join our dynamic team in Barnsley.

The company:

is a well-established and reputable financial services firm dedicated to providing top-notch financial solutions to our diverse clientele? With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation as a leader in the industry.

Role and Responsibilities:

As an IFA Administrator, you will play a crucial role in supporting our team of Independent Financial Advisors and ensuring the smooth operation of our financial services. This is not your ordinary Administrator position.. You will be working with a Paraplanning team getting involved in technical report writing and complex cases.

Your responsibilities will include but not be limited to:

• Technical suitability report writing
• Managing client communications, both written and verbal, in a professional and timely manner.
• Processing client applications, documentation, and transactions accurately and efficiently.
• Coordinating appointments and managing the IFA’s calendar to ensure optimal time management.
• Preparing and maintaining client files, ensuring compliance with regulatory standards.
• Collaborating with team members to assist in financial planning and advisory services.
• Handling administrative tasks such as data entry, record-keeping, and report generation.
• Providing excellent customer service and addressing client inquiries or concerns.
• Keeping up to date with industry regulations and compliance requirements.

Qualifications and Requirements:

• Proven experience as an IFA Administrator with 1 years experience minimum
• Strong knowledge of financial products, investment procedures, and regulatory frameworks.
• Proficiency in using financial software and tools.
• Excellent organizational skills and attention to detail.
• Exceptional communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Relevant certifications or qualifications in finance or related field is a plus.

What We Offer:

• Competitive salary of Up to £32,000.
• Professional development opportunities and exam support
• Collaborative and supportive work environment.
• Opportunities for career advancement within a growing company.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Barnsley on an IFA Administrator role.

Job tags

Salary

£28k - £32k per annum