IFA Administrator

IFA Administrator

The rewards

• Competitive salary package


• Full\-time, permanent position


• 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days


• 2 work from home days per week


• Agile working with core hours from 10am to 2pm


• Employee recognition awards


• Access to award\-winning development programmes and resources

Hours

• Full\-time, permanent


• Agile working — core hours 10am to 2pm


• 2 work from home days per week

The role of IFA Administrator:

• Providing subject matter expert input and training, direction, and support for others as needed


• Troubleshooting issues within the Client Support Team, finding and implementing solutions


• Dealing with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues and product providers


• Taking ownership of keeping up to date with legislative and regulatory changes and CPD


• Acting as a point of contact for clients, colleagues, and external stakeholders


• Adhering to regulatory requirements, compliance procedures, and departmental processes


• Helping to manage the consultant diary


• Proactively contributing ideas as part of continuous improvement

The ideal IFA Administrator:

• Proactive and positive approach with the ability to take initiative


• Strong attention to detail


• Confident to seek guidance or refer complex or non\-compliant cases to the Operations or Compliance Manager


• Understanding of how roles within the department are interdependent


• Advanced experience using the full Microsoft Office Suite

This role is with one of the UK's top accountancy firms and leading professional services providers, with a people\-first culture and strong investment in employee development.

This listing is from indeed. View original listing ↗