Part-Time Financial Services Administrator

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Part-Time IFA Administrator
Salary: 25,000 - 30,000 (Pro-Rated)
Location: Bradford
Hours: Min 20 hours per week (flexible with days)
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Role Overview:
The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. This position ensures the smooth running of the advice process, compliance with regulatory requirements, and delivery of exceptional client experience.
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The Key Responsibilities of the Part-Time IFA Administrator:
* Client Administration:
o Prepare and process new business applications, including pensions, investments, and protection products.
o Maintain accurate client records on CRM systems and update platforms as required.
o Handle client queries promptly and professionally.
* Compliance & Documentation:
o Ensure all documentation meets FCA and company compliance standards.
o Assist with preparation of suitability reports and client packs.
o Monitor and track cases through to completion, liaising with providers as necessary.
* Operational Support:
o Schedule client meetings and manage adviser diaries.
o Prepare meeting packs and ensure all relevant documentation is available.
o Support with data entry, scanning, and filing tasks.
* Provider Liaison:
o Communicate with product providers to obtain valuations, policy details, and resolve queries.
o Chase outstanding information to ensure timely processing of applications.
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The Key Requirements of the Part-Time IFA Administrator:
* Previous experience in financial services administration (IFA environment preferred).
* Excellent attention to detail and organisational skills.
* Proficient in Microsoft Office and CRM systems.
* Ability to work under pressure and meet deadlines.
* Strong communication skills, both written and verbal.
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Personal Attributes:
* Professional and client-focused approach.
* Ability to work independently and as part of a team.
* Proactive, reliable, and adaptable.

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