Senior Ifa Administrator

On the lookout for a Senior IFA Administrator for a well known financial services organisation based in Nottingham.

Client Details

This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
The organisation is listed and boasts a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.

Description

As Senior IFA Administrator , you will be part of a large operations function within the fees administration team, and be responsible for:

• Managing high volumes of financial data
• Setting up new accounts and transferring in cash and stock, as well as reconciling cash and stock accounts
• Settling transactions across various markets, applying fees
• Providing portfolio valuations
• Escalating any issues as and when required to senior management in a timely manner
• Taking ownership for your personal and professional development
• Carrying out all other administrative tasks in line with company procedures
• Identifying continuous improvements in working practices
• Providing an excellent client service, in line with expectations and keeping all stakeholders updated
• Supporting delivery of projects where appropriate
• Understanding team goals and relationship to wider company processes
• Supporting wider team members when required from time to time

Profile

As Senior IFA Administrator, you must have:

• Experience ideally in a financial services administration role
• Wealth management background would be preferable
• High level of attention to detail
• Ability to work to tight deadlines and prioritise effectively
• Strong team player with ability to work independently
• Excellent communication skills both written and verbal
• Strong customer service mindset

Job Offer

Your package for the Senior IFA Administrator will include:

• Salary paying (phone number removed)
• Private medical
• Stakeholder pension contribution
• 25 days holiday (purchase additional holiday)
• Discretionary bonus scheme
• Salary sacrifice scheme including cycle to work, save as you earn
• Gym discounts
• Hybrid working