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Senior IFA Administrator

Job description

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral.

Specific responsibilities

  • Act as first point of contact to client queries, supporting both new and existing clients
  • Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
  • Keep an accurate records of Adviser charges and ensure they match client agreements
  • Keep an up to record of new client leads
  • Process of new business / servicing changes on Provider platforms and update CRM system
  • Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of clients records
  • Produce and package full client meeting packs for 'sign up' meetings and ensure new client packs are available for each designated/allocated Adviser
  • Produce and package client annual review packs for advisors - appointment and electronic
  • Oversee other Administrators

Candidate should come from a similar background and have experience from within an IFA firm.

For more information please contact Graeme Hyland on 07896 933622 or email

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