Senior IFA Administrator

FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.

Permanent position. This role will be based in Edinburgh.

Salary

£33,000 – £43,000, depending on experience

Key Responsibilities

• Provide high-level administrative support to Financial Advisers and Paraplanners.


• Prepare and process new business applications across pensions, investments and protection.


• Liaise with clients, providers and third parties to obtain information and progress cases.


• Prepare client review packs and supporting documentation.


• Process investment, pension and protection business accurately and efficiently.


• Maintain accurate client records and ensure CRM systems are kept fully up to date.


• Deal with valuations, withdrawals, transfers and other client servicing requests.


• Monitor new business through to completion and resolve any outstanding requirements.


• Ensure all work is completed in line with FCA requirements and internal compliance procedures.


• Support and mentor more junior members of the administration team where required.

Skills & Experience

• Strong previous experience within an IFA, wealth management or financial planning environment.


• FPC qualification or equivalent is required.


• Good understanding of pensions, investments and protection products.


• Experience supporting Financial Advisers with new business and ongoing client servicing.


• Strong knowledge of financial services administration and compliance requirements.


• Excellent attention to detail and organisational skills.


• Confident communicating with clients, advisers and product providers.


• Ability to manage a busy workload and prioritise multiple cases.


• Experience using financial planning CRM or back-office systems would be advantageous.

What’s on Offer

• Salary of £33,000 – £43,000 depending on experience.


• Permanent, full-time position.


• Opportunity to join an established financial planning business.


• Long-term career progression.


• Ongoing training and professional development.


• Supportive and professional working environment.

For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.

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