Senior IFA Administrator

Overview

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

• Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
• Ensure all compliance paperwork is accurately completed and maintained.
• Prepare application forms and supporting documents for the advice process.
• Process and manage new business and servicing cases, including more complex transactions, through to completion.
• Monitor the progress of applications and proactively upd...