Senior IFA Administrator
Would you like an opportunity to work for one of the 100 IFA firms in the country who has been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Specialising in wealth planning, asset management and employee benefits. As they are independent, this allows them to provide objective advice that is aligned to client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their company on integrity and trust, because doing what is right for their clients in best for their business.
Reporting to the Group Administration Manager, this new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
Experience and Qualifications
Full benefits are also available, together with a discretionary bonus scheme.
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