Senior IFA Administrator

Eventus Recruitment are seeking a dedicated Senior IFA Administrator to join an Independent Financial Advisory firm in Warrington, Cheshire. This is a fantastic opportunity to play a key role in supporting Financial Advisers and providing an exceptional client experience. This position of Senior IFA Administrator offers a supportive environment, a range of valuable benefits, and the opportunity to be part of a collaborative, client-focused team. Benefits of this full-time, permanent job include 10% employer pension contribution, 28 days holiday PLUS bank holidays, Hybrid working (3 days office, 2 days remote at home), Death in Service cover (x4), Annual bonus and full Study support.

Role Responsibilities

The incoming Senior IFA Administrator will provide support to the Practice to ensure that client relationships can be optimised and assist with the daily operation of the office. Day-to-day in this IFA job, you will:

• Provide appropriate development and coaching support to team members.
• Provide high level technical and administrative support to the Advisers and Practice.
• Deal effectively with queries from clients and other parties through effective communication.
• Deal effectively with all administration tasks including the accurate input of data onto Intelligent Office.
• Assist with the preparation of client files including compliance required documentation; research; illustrations and supporting documentation when required.
• Ensure that files are complete with all required client identification documentation and necessary forms.
• Process applications accurately and record the required management information.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
• Support the relationship of existing clients, developing knowledge of their circumstances to help grow business.
• Be proactive in bringing new clients on board via referrals and promoting the services on offer.
• Help clients to better understand the full potential of the firm’s products.
• Gather feedback from clients to ensure they have been satisfied with service standards and note further business opportunities.
• Provide support to the Valuations team when required, processing valuations.
• Provide an excellent level of customer service to clients.

Person Specification

The ideal candidate will have experience working in a fast-paced, client-focused financial planning environment. The following skills and attributes are sought after from the incoming Senior IFA Administrator:

• Prior experience of within a similar role, preferably within financial services or an IFA business.
• Good all-round knowledge of relevant regulation and legislation.
• Experience of client management systems such as Intelligent Office.
• Experience of managing and creating workflow, systems, and procedures.
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
• Works with total discretion at all times.
• Excellent written communication skills.
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Good organisation skills.
• Strong attention to detail.
• Manages time effectively with the ability to multi-task.
• Keeps calm when faced with conflicting demands and handles these effectively.
• Demonstrates a positive attitude at all times.
• Works well on own tasks as well as on shared goals as part of a team.
• Open to change with a creative approach to problem solving.

Benefits and Rewards

The employer offers a wide range of benefits designed to support employee well-being and reward dedication. These include:

• 10% employer pension contribution
• 28 days holiday PLUS bank holidays (with an option to purchase a further 3 days if required)
• Hybrid working 3 days in the office and 2 days remote working from home
• Annual bonus
• 4 x basic salary death in service, option to join private medical insurance scheme
• Option to sit exams - the company will pay for the revision material for 5 exams and the first sitting of each exam, once passed the employee will receive an increase in basis salary of £500 per annum, so potential to increase salary by £2,500 if all exams are passed (but studying/exams are certainly not essential)

About the Company

The employer has built a fantastic collaborative culture, where employees love going to work. They are a leading financial planning firm in Warrington, Cheshire and are committed to delivering exceptional financial planning services. Furthermore, they believe in fostering a healthy work-life balance and offer hybrid working arrangements for employees. Their culture is focused on collaboration, continuous learning, and providing employees with opportunities for growth and career development.

Next Steps

Apply now if your skills and experience align with this Senior IFA Administrator role. If you'd like to learn more about this job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion.

If this role isn't quite right for you but you are looking for a new position, please get in touch with us to discuss other opportunities that align with your career goals.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.