IFA Administrator
Eden Rose · Sheffield, TX · 2 wk ago
Information TechnologyFull-time
About the role
Join a growing, people first financial services team. This role offers the chance to join a supportive, purpose-driven team where your work genuinely makes an impact. You’ll be part of a collaborative environment that values development, progression, and doing things the right way for clients.
Responsibilities
- Client administration: meeting confirmations, updating Iris/IO, creating electronic client files, managing LOAs, liaising with clients and providers.
- New business (pre-sale): producing illustrations, applications, fund information, and client presentation documents.
- New business (post-sale): processing applications, monitoring pipeline, chasing underwriting, handling provider documentation.
- Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters.
- Group schemes: monitoring existing schemes, handling renewals, setting up new schemes.
- General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests.
Requirements
- 3+ years’ experience in financial services (essential).
- A strong understanding of financial planning processes.
- FCA knowledge (desirable).
- Experience in senior admin or paraplanning support (desirable).
- A proactive, organised, client-focused approach. Qualifications
Not specified.
Skills
Not specified.
Benefits
Not specified.
Pay
Not specified.
Schedule
Not specified.