Job Title: IFA Administrator

Industry: Financial Services

Location: Alderley Edge, Cheshire

Salary: Up to £35,000

Job Ref: 10383

Recruit UK are working with an esteemed financial planning firm in Cheshire. Due to expansion, they have an exciting opportunity for a IFA Administrator to join their team.

In this IFA Admin role you will deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that the electronic records are immaculate and up to date, which allows the Advisers to deliver a first-class financial planning service to their clients. You will work closely with a financial planner and associate financial planner to service a defined client bank.

Key Responsibilities as a IFA Admin

• Ensure that all company processes are adhered to.
• Ensure that all communications are recorded and indexed in the document management system (SharePoint)
• Ensure immaculate and up-to-date records on the back-office system (Curo)
• Manage and maintain a task list within Curo and Outlook.
• Make sure thorough notes added to track progress.
• New business processing, completing forms and submitting to financial product providers.
• Producing valuations
• Production of Annual Planning Meeting (APM) preparation pack.
• General administration and processing.

Skills & Experience from a IFA Admin

• Ability to demonstrate ownership & independence in previous roles
• Experience of Curo and SharePoint desirable
• Ability to manage own workload and prioritise work effectively.
• Experience of dealing with demanding clients.
• Ability to read, digest and assimilate information
• Highly organised, methodical, analytical and disciplined
• Excellent verbal and written communication skills
• Able to work under pressure on occasions to achieve deadlines
• Ensuring quality of work is of a high standard
• A client-focused approach, with a commitment to excellence and relationship-building.

What’s in it for you:

• Salary up to £35,000
• 30 days + BHs (need to take 3 days over Xmas)
• Flexible working hours
• Up to 10% Pension matched
• PMI, DIS
• Cycle to work, electric car scheme, Free gym
• 4 days a year - social events (Chester races etc)

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 trying to fill a role. Right now, Recruit UK is pleased to be working with a wealth management firm in Cheshire on this IFA admin opportunity.