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IFA Administrator

Job Posted: 9 days ago

Salary: £ 27,500 - 35,000 / Annum
Job Type: Permanent
Location: Alderley Edge, Cheshire East

Expire in: 19 days

Job Description

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.

Main Responsibilities

The job role is varied but the principal responsibilities are as follows:

• Ensure that all company processes are adhered to.

• Ensure that all communications are recorded and indexed in the document management system (SharePoint)

• Ensure immaculate and up-to-date records on the back-office system (Curo)

• Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.

• New business processing, completing forms and submitting to financial product providers.

• Producing valuations

• Production of Annual Planning Meeting (APM) preparation pack.

• General administration and processing.

• Ask if not certain about anything – accuracy is crucial, so it’s better to take more time

Knowledge & experience Ability to demonstrate ownership & independence in previous roles Ability to manage own workload and prioritise work effectively Experience of Curo and SharePoint desirable Experience of dealing with demanding clients. Administration experience

Skills

Ability to read, digest, assimilate information and prioritise Eye for detail and accuracy Excellent verbal and written communication skills Monitoring, evaluating, and reporting Excellent IT skills, particularly Outlook, Word & Excel Able to work within a defined business process Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company Work within the limits of your current competence and know when to request assistance

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring IFA Administrator job near me in Alderley Edge, Cheshire East! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!