Ifa Administrator - Reed : Job Details

IFA Administrator

• Location: Ringwood
• Job Type: 3 -4 days (1 day from home if working 4 days)
• Up to £34k pro rata

I am seeking a dedicated IFA Administrator to provide essential support to my client's team of Independent Financial Advisers. This role is crucial for ensuring the efficient operation of client servicing and adviser support functions within our organisation.

Day-to-day of the role:

• Provide administrative support to Independent Financial Advisers, ensuring the smooth operation of client servicing.
• Comply with the Financial Services and Markets Act 2000 and relevant FCA rules.
• Adhere to all compliance procedures including Treating Customers Fairly (TCF), Training & Competence (T&C), anti-money laundering, data protection, anti-bribery, fraud, and corruption.
• Stay updated with relevant product, legislative, and technical changes within the financial services sector.
• Maintain general IT proficiency and ensure accurate and prompt updates to the Intelligent Office (IO) system.
• Draft templated review reports and conduct research to support adviser recommendations.
• Communicate effectively with clients to arrange meetings and follow up on agreed actions.
• Act as front of house, including meeting and greeting clients, and ensure compliance procedures are followed daily.

Required Skills & Qualifications:

• Strong written and oral communication skills.
• Detailed knowledge of compliance procedures and the ability to uphold ethical standards.
• General IT proficiency and experience with Intelligent Office (IO) or similar systems.
• A basic technical understanding of financial services, with a commitment to achieving and maintaining the level of competence required by the firm.
• Experience in a similar administrative role within financial services is preferred.

Benefits:

• Up to £34k pro rata
• Flexible start and end times
• 18/25 days holiday depending on 3 or 4 days a week.
• Office closed over Christmas - Holiday does not come out of personal entitlement
• Discretionary yearly bonus
• Study support
• Progression into an advisor
• Free Parking
• Opportunities for professional development and training.

If you are interested in this position, or would like more information please apply below or contact Jack Hill @ Reed directly.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator