Senior IFA Administrator

Senior IFA Administrator focuses on this new role will support the central administration team in ensuring the efficient and effective use of our back-office system, intelligent office (io).

What the role involves

• This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).
• It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accu.
• Opening and sorting daily post on a rota.
• Answering the telephone and directing calls, taking and passing on messages.
• Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office.
• Developing and building relationships with clients.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Candidate fit

• 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role.
• Excellent written and visual presentation skills with high attention to detail.
• Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge.

Additional role context

• We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow.
• They are currently looking to recruit a Senior IFA Administrator to join their team.
• The ideal candidate should have a good understanding of Intelligent Office.