Senior IFA Administrator

New Yesterday

Senior IFAAdministratorInvestments&Pensions Location:Wokingham Salary:£30,000£36,000 Full-time(optiontowork4daysperweek) Permanent|Office-based AreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued? Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilledIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong-termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperiencedIFAs. Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep. TheRole Managingclientcorrespondenceviaphone,email,portals,andmessages Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries Liaisingwithplatformsandproviderstoresearchandresolvequeries Processingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,incomepayments,andfundswitches MaintainingaccurateclientrecordsonIntelliflo(IO)andspreadsheets Preparingclearandaccuratesummariesfornewclients Reviewingsuitabilityandreviewreportstoensureaccuracyandcompliance Monitoringandmanagingclientportalcommunications Reviewingadvisermeetingnotesandimplementingagreedactionsandfollow-ups AboutYou PreviousexperienceinanIFAAdministrationrole,withsolidknowledgeofpensionsandinvestments Strongorganisationalskillswithexcellentattentiontodetail Confident,professionaltelephonemannerandclearwrittencommunication ProficientinMicrosoftOffice ExperienceusingIntelliflo(IO)ishighlyadvantageous WhatsonOffer Salaryupto£36,000dependingonexperience Optiontoworka4-dayweek(MondayThursday)salaryprorata 28daysannualleave Companypension OfficeconvenientlylocatedwithexcellenttransportlinksfromWokinghamstation Supportive,professionalenvironmentwithexperiencedadvisers

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Location:
Gb
Job Type:
FullTime
Category:
Banking

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