Experienced IFA Administrator - Full time, Permanent 

About the Role

My client is seeking an experienced IFA Administrator to join their dynamic team. This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering exceptional support to Independent Financial Advisers.

Core Responsibilities

In a typical week, you will:

• Office Administration: Work collaboratively within the team to manage day-to-day office administration tasks.
• Compliance & AML Checks: Review new business submissions against Anti-Money Laundering (AML) and compliance requirements, ensuring accuracy before processing and chasing overdue items.
• Document Management: File all correspondence, including electronic documents, using Virtual Cabinet (our cloud-based document library).
• New Business Support: Arrange documentation such as illustrations, quotations, and other supporting materials for new business cases.
• Compliance Maintenance: Ensure all compliance documents (e.g., Money Laundering checks, Client Verification) are up to date.
• Client Record Updates: Maintain and update back-office client records for new business submissions, investment changes, and personal details.
• Investment Valuations: Produce investment valuations using back-office systems and provider downloads.
• Accounts Assistance: Support the Accounts team with fee-related queries.

Skills & Experience

• Previous experience in an IFA administration role is essential.
• Strong understanding of financial services compliance and AML requirements.
• Proficiency in back-office systems and document management software (experience with Virtual Cabinet is advantageous).
• Excellent organisational skills and attention to detail.
• Ability to work effectively within a team and manage multiple priorities.

What My Client Offers

• Competitive salary and benefits package.
• Supportive team environment with opportunities for professional development.
• Modern office facilities and flexible working options.