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IFA Administrator

Job description

My client is currently looking for an IFA Administrator to join them in Knutsford.

The Role:

  • To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
  • To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
  • To build relationships with clients and maintain regular contact
  • Maintain back-office systems and client records in line with the company policies
  • Request policy information from third party policy providers if applicable
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

  • Proven experience working in the financial services industry
  • A strong ethic of client service
  • Ability to work under pressure and to prioritise work
  • Excellent communication skills both written and verbal, influencing and organisational skills
  • Ability to use judgement and reasoning to propose solutions to problems

As a colleague here you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

For more information please contact me on 07896 933622 or email

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