IFA Administrator – Belfast (BT9) – PCIFADM26

As a pcifadm26, the work centres on schedule client meetings and manage adviser diaries. It would suit someone who can bring strong professional approach to the role.

Where ownership sits

Eligibility criteria:Level 4 Diploma Qualified (Desirable not essential)Previous experience within an IFA/regulated environment (Min 3 years)Knowledge of pensions, investments, or. Process new business applications for investments, pensions, and protection products.

What the role carries

Maintaining accurate client records and update internal systems ensuring documentation meets regulatory and compliance requirements. Schedule client meetings and manage adviser diaries. Preparing client documentation for financial advice meetings (meeting packs and suitability report documentation).

What helps the work land well

Strong professional approach.

What the role depends on

• Computer literate – Thorough knowledge and capability using front and back-office systems.
• Ability to achieve agreed client outcomes without supervision.
• The ideal candidate for this role will be a highly technical and qualified individual who can offer skills in addition to the existing team and provide clients with a positive and.

Practical details

• We are happy to consider candidates in the market for full or part-time.
• Kinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team.
• Additional detail: Pension support may be included.

Job details

• Benefits mentioned: Pension