Senior Ifa Administrator

Senior Ifa Administrator

We are looking for an experienced Senior IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant and efficient service to clients. You will play a key role in managing client files, new business processes and administrative support for complex cases.

Key Responsibilities

• Collate provider information and client illustrations to support financial planning recommendations
• Run Risk Profiler results and produce fund switch and valuation reports
• Process new business, withdrawals and switches in line with compliance standards
• Prepare suitability reports, client reviews and associated documentation
• Coach and train colleagues, assisting with workflow and task management

Skills & Experience

• 5+ years' experience as an Administrator in an IFA environment
• Experience supporting high-profile and complex clients
• Strong customer service and relationship-building skills
• Excellent time management, organisation and multitasking abilities

Pension scheme, 23 days annual leave plus bank holidays, group life cover and income protection. Hybrid working: up to 2 days from home, 3 days in the office. Please submit your CV to sam@artemisrecruitment.co.uk with a brief covering note.