Eventus Recruitment are seeking a dedicated 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 part-time, permanent job include 10% employer pension contribution, 28 days holiday (full time equivalent) plus bank holidays, Death in Service cover (x4), Annual bonus and full Study support.

Role Responsibilities

The incoming 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 duties of this IFA Administrator job will include:

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

• Prior experience within a similar role, preferably within 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.
• Ability to exercise total discretion at all times.
• Excellent written communication skills.
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Excellent organisation skills.
• Strong attention to detail.
• Excellent time management skills with the ability to multi-task.
• Positive attitude at all times.
• Ability to work well on own tasks and on shared goals as part of a team.

Benefits and Rewards

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

• Salary up to £32,000 (full time equivalent)
• 10% employer pension contribution
• 28 days holiday (full time equivalent) PLUS bank holidays (with an option to purchase a further days if required)
• 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 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 fulfill 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