Company: 808 GROUP
Job Type: Permanent, FullTime
Salary: £25,000 - £35,000 per annum
Senior IFA Administrator
Position: IFA Administrator / Team Lead Location: Crosby Salary: £25,000 to £35,000 per annum plus bonus + Benefits (will pay more for the right background!!)
Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on!
My client is a boutique financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work – this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business.
Role Overview: As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office.
What we are looking for:
- Background in IFA
- Leading junior team members, preferably IFA Admin teams
- Able to support the running of a small office.
- Able to work on site 5 days per week (with some flexibility)
- Ideally R01 qualified, or working towards (not essential)
What you will be doing:
- Support paraplanners in research and analysis to meet client needs and objectives.
- Assist paraplanners in the implementation of new business.
- Develop and maintain internal relationships to ensure business flow and meet targets.
- Contribute to the smooth running of the administrative function within the business.
- Ensure all business activities are responsible, compliant, and meet legislative requirements.
- Manage new business recording and submission.
- Communicate and record product and planning analysis results.
- Liaise with product providers and relevant third parties.
- Handle individual workflow and task delivery.
- Assist the business with:
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- Preparing paperwork for client meetings
- Conducting planning and product research
- Tracking new business submissions to conclusion
- Performing technical filing on business systems
- Booking client appointments
- Greeting clients
Apply now to be part of a dynamic environment where your skills make a tangible impact.
(Confidentiality guaranteed. Our client is an equal opportunity employer.)