Senior IFA Administrator

My client is currently looking for an experienced Senior IFA Administrator to join their team in Bolton.

This is a varied role and is suitable to someone who enjoys being organised, has great attention to detail, and who also enjoys being part of a close-knit team. The successful candidate needs to be confirmed in dealing directly with clients and product providers and who ideally has both private client and corporate experience.

The Role:

• Providing professional, friendly support to clients, advisers, and product providers.
• Preparing client valuations, annual review information, illustrations, and projections.
• Processing new business applications, investment and pension transactions, and Letters of Authority from start to finish.
• Liaising with providers to obtain information, progress applications, and resolve queries.
• Maintaining accurate client records and ensuring documentation is managed in line with compliance requirements.
• Supporting ongoing client servicing, including Bed & ISA transactions, cash management, and employee benefits administration.
• Assisting with Auto-Enrolment, Group Personal Pension, Group Private Medical Insurance, Group Life and Small Self-Administered Scheme (SSAS) administration.
• Handling day-to-day client and employee benefit enquiries with a proactive, customer-focused approach.
• Providing general administrative support, including answering calls, managing post, scanning documents, and contributing to the smooth running of the office

About you:

• Previous experience working within an Independent Financial Adviser (IFA) practice or a similar financial services environment is essential.
• Experience working with corporate schemes is desirable.
• Knowledge of SSAS schemes is desirable
• Is organised, dependable and enjoys keeping things running efficiently.
• Has excellent attention to detail and takes pride in producing accurate work.
• Communicates clearly and professionally with clients and colleagues.
• Is confident using IT systems and maintaining accurate records.
• The company is offering competitive salary of £32k to £35k with a good benefits package and hybrid working (2 days from home)

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