Executive IFA Administrator

  • Location
    Bromsgrove, Worcestershire
  • Salary
  • Category
    Banking & Financial Services - Banking & Financial Services
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

My client is currently seeking an Executive IFA Administrator to provide timely and efficient administration support to senior IFA's and to contribute to the company's strategy.


  • Location: Bromsgrove

  • Salary up to £30,000

  • Hybrid working pattern after training period

  • Rotating Shift Pattern - 8am to 4pm, 9am to 5pm and 10am -6pm


  • To provide comprehensive technical and administrative support to a number of senior IFAs

  • The mentoring of an Administrator to assist with workload and adviser requests

  • Preparation of any client correspondence including letters and emails

  • Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted

  • Maintenance of all administration systems, ensuring all client data is accurate and up to date

  • Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's

  • The management of the IFA's diary including the arrangement of client meetings

  • Ensure appropriate documentation is scanned and attached to client records

  • Write and format financial planning reports on a number of subjects in accordance with company and compliance guidelines

  • Working in a client facing team, serving HNW clients and assisting with the creation of financial planning reports in order to meet the client requirements

  • Prepare new business and review packs for IFA client meetings

  • Pre-population of application forms, money laundering, fact finds and other required documentation

  • Draft and co-ordinate technical documents and research for client presentations

  • Obtain research when requested for protection and annuity products

  • Obtain illustrations for all products from providers either on-line or over the telephone

  • Undertake filing, photocopying and scanning duties when required

  • Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion

  • Ensure that payment and surrender requests are processed using SLA's and compliance guidelines

  • 121 meetings with IFA's where necessary

  • Deal with any post in accordance with SLA's

  • Any other reasonable request made by a Director/Manager of the business

Skills/Experience Required:

  • Ideally 5 years' experience within a Financial Services IFA support role

  • A focused individual with a drive for quality and professionalism

  • Must have knowledge of both Pensions and Investments

  • Experienced using Microsoft Word, Excel & Outlook

  • Excellent written and numerical skills and an exceptional communication style

  • Excellent interpersonal and communication skills that build relationships with internal & external clients

  • Able to use own initiative and takes ownership of any task through to completion

  • Effective organisational and time management skills ensuring all deadlines are met

  • Displays a positive and flexible attitude at all times

  • An ability to problem solve and seek out information to make decisions

  • Understands the importance of when to escalate issues to Department Head

  • Experience of using all key financial services platforms, in particular WRAP platforms

  • RO1 and RO5 exam qualifications

Apply today!

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To speak to a recruitment expert please contact Rehana Begum