Ifa Administrator

IFA Administration opportunity with Paraplanner pathway in Fife

Are you an experienced IFA Administrator looking for a new challenge and a rewarding career path? Do you have the skills and knowledge to support different Financial Advisers across different organisations and systems? If you answered yes to these questions, then we have the perfect opportunity for you!

Our client is a successful Independent Financial Adviser business who is now looking for an IFA Administrator to join their team.

You will be responsible for a range of tasks, including:

• Ensuring fee agreements or terms of business signed and filed
• Issuing Letter of Authorities
• Data gathering of information and preparing files for a Paraplanner or the Adviser
• Uploading fact find information to IO back-office system
• Preparing client files ahead of review meetings
• Processing of new business
• Tracking progress of business with Providers, obtaining updates when required
• Administering fund switches, withdrawals, redirections, and pension transfers according to the Adviser instructions
• Maintaining back-office records, ensuring compliant and auditable files
• Dealing with client queries
• Diary management to set up meetings and client reviews
• Ensuring workflow is completed to set service level agreements
• Providing exceptional levels of customer service

To be successful in this role, you will need to have:

• Be experienced in providing a range of support to Financial Advisers
• Good knowledgeable of pensions, investments, and protection administration
• Experienced in using Intelligent Office
• Ability to navigate various provider platforms
• Some knowledge of software such as Select-a-pensions, FE Analytics, Cashcalc would be advantageous but not essential as training can be provided
• Possess a keen eye for detail and able to accurately record information
• Strong time management and prioritisation skills
• Excellent organisational skills with the ability to manage increasing workloads
• Excellent IT skills and proficient in using Microsoft Office Outlook, Word & Excel
• Strong communication skills and a professional telephone manner
• Ability to work under pressure

As an IFA Administrator, you will benefit from:

• Competitive salary and bonus scheme
• Defined Paraplanner pathway with training and support
• Friendly and supportive team
• Hybrid working environment
• 25 days holiday + Bank holidays (1 day increase every year up to 30 days)
• Pension scheme

If you are interested in this exciting opportunity, please submit your CV to avoid disappointment. Alternatively, please call Pauline Low at Reed on . I look forward to hearing from you soon!