About this role
Senior IFA Administrator
Colchester | From £35,000
We are working with a long-established professional services firm to recruit a Senior IFA Administrator for the financial planning team in their Colchester office.
Our client has a well-regarded financial planning division advising a high net worth client base, and now sits within a larger national group, so the local team and client relationships remain, with the benefits, development structure and stability of a substantial business behind them.
THE ROLE
Reporting to the IFA Team Leader and working alongside the Financial Planning Managers, Financial Planners and Paraplanners, this is a senior administration role focused on client servicing, new business implementation and ongoing review administration. The emphasis throughout is on supporting a premium client experience with accurate, auditable and compliant records.
Key responsibilities include:
Preparing and submitting new business applications and supporting documentationObtaining provider information, valuations and policy detailsProcessing letters of authority, withdrawals, top-ups, fund switches and other servicing requestsMonitoring pipelines, chasing providers and platforms, and progressing cases through to completionPreparing review packs, meeting documentation and ongoing service administrationMaintaining accurate client records, workflows and document management on the back-office and CRM systems-Handling client and provider enquiries by telephone and email, resolving where appropriate and escalating where necessaryWorking closely with the wider team to prioritise workloads, progress cases and provide cover during absence or peak demandWorking in line with FCA rules, Consumer Duty, GDPR and AML requirements
WHO THIS WILL SUIT
Significant experience in an IFA, wealth management or financial planning administration roleStrong working knowledge of pensions, investments, ISAs, bonds, protection and general client servicingExperience of new business processing, provider and platform liaison, and ongoing review administrationComfortable working within back-office, CRM and provider systems, with a strong record-keeping disciplineExcellent organisation, prioritisation and attention to detailAble to work independently, manage competing priorities and use initiative to resolve issuesGood standard of general education including English GCSE or equivalent, with strong written and verbal communication skills suited to a high net worth client base
No professional qualifications are required for this role - relevant experience, capability and a strong client-service mindset are considered more important. For the right candidate, the firm will provide financial support towards regulated financial planning exams and the Regulated Financial Planning Diploma.
THE PACKAGE
Salary from £35,000, depending on experiencePension - 5% employee contribution matched by 5% employer contributionLife assurance - death in service cover at four times salaryShare Incentive PlanPrivate medical insurance scheme and healthcare cashbackAnnual eye test and employee assistance and counselling supportHoliday purchase scheme and enhanced family leave payCycle to work scheme, electric car scheme, discounts platform and legal fees discountSeason ticket loanStudy support, e-learning platform, coaching and mentoringPaid volunteering time each month