IFA Administrator
- Bond Recruitment Ltd
- Altrincham, Cheshire
- Oct 10, 2025
Full time
Banking
Finance
Job Description
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.The RoleMeeting and greeting clients, answering and dealing with incoming enquiriesDiary Management - arranging appointments with clients and updating adviser's diaries.New Business -
- Obtain illustrations, application documents and all paperwork required for business processing
- Processing and submitting new business adhering to the new business workflow
- Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout.
- Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis
Existing Clients
- Portfolio rebalancing and trading
- Processing withdrawals and contributions and monitoring these through to completion
- Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes
General
- Minimum of 2 years experience within a financial advice firm supporting IFAs
- Very high level of attention to detail
- Ability to work independently managing their own workload of tasks delegated by team manager
- Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International
- Experience using back office system Intelliflo and any experience of the following would be very useful but not essential - Defaqto, O&M profiler, IO Planning (Cashflow planning)
About Bond Recruitment Ltd