IFA Administrator
Worcestershire
Would you like to be part of something from the beginning? Are you an experienced IFA Administrator looking for an exciting new challenge? Do you believe in building relationships and the art of conversation in business transactions?
An exciting opportunity has arisen to join a brand-new financial planning business being launched by a highly experienced Financial Adviser with an impressive track record of building successful teams, developing long-term client relationships and delivering exceptional advice.
This isn't a start-up built on ambition alone. It's a business being created by someone with an established reputation, a strong professional network and a clear vision for growth.
As the first IFA Administrator in the business, you'll have the opportunity to play a key role from day one, helping shape processes, support clients and contribute to the foundations of a modern, client-focused financial planning practice.
Working directly alongside the Founder, you will provide comprehensive administrative support across the full client journey, and your responsibilities will include:
- Processing new business applications and seeing cases through to completion
- Preparing client review documentation and meeting packs
- Obtaining provider information and policy details
- Managing letters of authority, producing valuations and reporting information
- Liaising with clients, providers and third parties
- Maintaining accurate client records and ensuring data integrity
- Supporting ongoing client servicing and review processes
- Assisting with the development and refinement of internal processes as the business grows
I am looking for an experienced IFA Administrator who enjoys taking ownership, thrives in a professional environment and wants to be part of an exciting growth journey.
The skills and experience needed to fulfil this role are:
- Previous experience within an IFA, Wealth Management or Financial Planning business is essential.
- A solid understanding of pensions, investments and protection products
- Experience using Intelligent Office, Cash Flow or a similar industry-specific CRM and back-office system
- Excellent organisational skills and attention to detail
- A proactive approach and the confidence to work closely with an Adviser
- Strong communication skills and a commitment to delivering outstanding client service
- If you're an experienced IFA Administrator looking for more than just another administration role and would like to be part of building something exciting from the ground up, we'd love to hear from you.
Apply now or get in touch for a confidential conversation or apply with your CV.
*Amida Solutions is committed to promoting equality, diversity and inclusion. We welcome applications from all suitably qualified candidates and will consider all applicants based on their skills, experience and potential, regardless of background or personal characteristics.
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Recruiter: Amida
Salary: £30,000 to £40,000 Per Annum
Reference: RAFA1