IFA Administrator

An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience.This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate records, and ensuring compliance requirements are met.Key ResponsibilitiesClient and Adviser SupportPrepare and pre-complete application forms.Produce cost and charges disclosure documents.Obtain illustrations and supporting provider documentation.Prepare factsheets, Key Information Documents (KIDs/KIIDs), and other pre-advice paperwork for client meetings and recommendations.Provide administrative support to advisers throughout the client advice process.New Business ProcessingSubmit new business applications and investment transactions via various investment platforms and life companies within required deadlines.Maintain accurate records to support valuation reconciliation and business processing.Track and monitor applications through to completion.Client OnboardingSet up and maintain client records within the firm''s back-office system.Prepare onboarding documentation and application forms.Ensure all compliance and anti-money laundering requirements have been satisfied and accurately recorded.Manage workflow processes to ensure smooth ..... full job details .....