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Permanent

Part Time IFA Administrator

Radlett
money-bag 30000.00-30000.00 Annual
3085440668
Posted 5 days ago

Part-Time IFA Administrator - Radlett (3 Days per Week)Independent Firm Competitive SalaryI''m working with a well-established Independent Financial Adviser firm in London that is looking to appoint an experienced Part-Time IFA Administrator, working 3 days per week. This is an excellent opportunity for someone who wants a stable, long-term role within a supportive and professional environment.The RoleAs the IFA Administrator, you will provide high-quality support to advisers and paraplanners, ensuring smooth processing of client work and maintaining excellent standards of service. This is a hands-on role that requires someone confident working within an independent firm.Key ResponsibilitiesPreparing annual review packs and collating client informationSubmitting and tracking new business applications:SIPPsPension switchesISAs and GIAsProtection applicationsOIBsLiaising with platforms and providers including Morningstar, AJ Bell, James Hay, Royal London, and Investment ManagersUpdating client files, monitoring pipelines, and ensuring cases are completed efficientlyExperience RequiredMinimum of 3 years'' experience in an IFA or wealth management practice (essential)Confident dealing with multiple platforms and providersExcellent communication, organisation, and attention to detailWhat''s On OfferPart-time role: 3 days per weekWell-established, friendly, and supportive teamCompetitive salary aligned with experienceOpportunity to join a reputable independent firm with a strong ..... full job details .....

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