Senior IFA Administrator
Senior IFA AdministratorGatwick, West Sussex£30,000 - £42,000 Hybrid (3 days in office, 2 days work from home) Role objectiveThe Senior Administrator is responsible for delivering high-quality administrative, operational and client servicing support to Financial Advisers and Paraplanners, while acting as a technical expert within the administration team. The role ensures the accurate and efficient delivery of client servicing, new business, investments and pensions administration, whilst maintaining high standards of regulatory compliance, client experience and operational excellence. The Senior Administrator also supports the continuous improvement of processes and provides guidance and assistance to colleagues where appropriate.Key responsibilitiesClient and adviser supportWork closely with Financial Advisers and Paraplanners to provide ongoing administrative and servicing support to clients, operating as part of a pooled team where required.Support advisers by collating information, preparing documentation and coordinating actions before and after client meetings.Manage client and adviser requests through to timely resolution, ensuring communications are professional, accurate and aligned to company policies and procedures.Prepare client correspondence, forms and supporting documentation to a high standard.Assist with onboarding new clients and ensure new client records are created accurately and maintained on relevant systems.Answer telephone calls and handle client ..... full job details .....
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