IFA Administrator | Job in Tyne And Wear

We are a dynamic and innovative financial advisory firm based in the North East region offering comprehensive wealth management solutions to our diverse clientele. We are currently seeking an experienced IFA Administrator to join our dedicated team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors by ensuring smooth and efficient administration of their cases. Your primary responsibilities will include:

• Preparing suitability reports, client reviews, and other documentation as required
• Liaising with product providers, third parties, and clients to obtain necessary information for case preparation
• Maintaining accurate records and updating client files in a timely manner
• Assisting with the preparation of valuation reports, pension reviews, and other technical work as required
• Supporting the Advisors in adhering to our compliance procedures and regulatory requirements The ideal candidate will possess the following:
• A minimum of 2 years' experience working within an IFA environment
• Strong organisational skills with the ability to manage multiple tasks simultaneously
• Excellent attention to detail and strong numerical skills
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook
• Ability to work effectively as part of a team and communicate effectively with clients, advisors, and third parties
• A genuine passion for the financial services industry and a desire to continually develop professionally By joining our organisation, you will be rewarded with:
• A competitive salary commensurate with experience
• Generous pension contributions
• A supportive working environment that encourages professional development
• Opportunities for career progression within a growing firm If you are an organised individual with strong administrative skills and a passion for the financial services industry we would love to hear from you. Please submit your application, including a covering letter detailing why you believe you would be a good fit for this role, along with your CV. We are an equal opportunities employer and welcome applications from all sections of the community. All applicants will be considered strictly on their ability to perform the job requirements. *Note: This job description is not exhaustive and may be subject to change in accordance with business needs.

Ideal Candidate Profile

Ideal Candidate Profile: IFA Administrator

*Role Title: *

IFA Administrator

*Location: *

North East, United Kingdom We are seeking a highly motivated and organised IFA Administrator to join our team in the North East region. The ideal candidate will have a strong understanding of financial services, excellent administrative skills, and a commitment to providing outstanding customer service.

*Key Responsibilities: *

• Assist financial advisers with day-to-day administration tasks such as data entry, report preparation, and maintaining client records.
• Liaise with clients by responding to queries in a timely and professional manner, and schedule appointments as required.
• Maintain accurate and up-to-date records of client information, investment portfolios, and transaction details.
• Prepare documents and reports for financial advisers to present to clients, including but not limited to investment proposals, reviews, and statements.
• Support the financial advisers in organising and attending client meetings as necessary.
• Collaborate with other administrative staff members to ensure smooth office operations and a positive working environment.
• Continuously seek opportunities for personal development and growth within the organisation.

*Requirements: *

• Proven administrative experience within the financial services sector, preferably in an IFA or wealth management setting.
• Excellent organisational skills with the ability to manage multiple tasks simultaneously and prioritise effectively.
• Strong attention to detail with a commitment to maintaining accurate and up-to-date records.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
• Exceptional communication skills, both verbal and written with the ability to interact professionally with clients and colleagues alike.
• A positive, proactive attitude with a willingness to contribute ideas and help drive the success of our organisation.
• A genuine passion for the financial services sector and a commitment to providing the best possible service to clients. If you are an organised, detail-oriented individual with a strong administrative background in financial services we would love to hear from you. Apply today to become part of our dynamic and growing team!

Duties and Responsibilities

In this role as an IFA (Independent Financial Advisor) Administrator with our team, you will be responsible for ensuring the smooth and efficient day-to-day administration of financial advisory services. Your primary duties and responsibilities will include:

*Client Support: *

Provide exceptional customer service to a diverse range of clients by managing their administrative needs effectively and efficiently. This includes maintaining accurate client records, preparing correspondence, and liaising with clients over the phone or via email.

• *Administrative Duties:

Perform various administrative tasks such as organizing appointments, scheduling meetings, arranging travel when necessary, and handling post and incoming mail.

• *Document Preparation:

Prepare a variety of documents including investment reports, account opening forms, application forms, and other related paperwork. Ensure all documents are accurate, complete, and comply with relevant regulations.

• *Compliance:

Maintain awareness of regulatory requirements and ensure that all activities are conducted in accordance with these regulations. This includes managing risk, ensuring adherence to anti-money laundering procedures, and maintaining records as required by law.

• *System Management:

Utilize our financial management software to manage client accounts, update records, and generate reports as necessary. Ensure data integrity and security at all times.

• *Team Support:

Collaborate effectively with the IFA team to deliver high-quality financial advisory services to clients. This includes participating in team meetings, providing administrative support as needed, and contributing to a positive and productive work environment.

• *Continuous Learning:

Stay updated on financial industry trends, regulatory changes, and best practices through ongoing professional development. This will enable you to provide our clients with the most current and relevant advice.

• *Ad-hoc Tasks:

Assist with ad-hoc tasks as required by your manager or other team members. This could include project work, research, or other duties that support the overall success of our organization. By performing these duties and responsibilities to a high standard, you will play a crucial role in helping our clients achieve their financial goals while contributing to the success of our organization. We value creativity, dedication, and a positive attitude, so if you possess these qualities and are eager to grow your career within the financial industry we would love to hear from you.