IFA Administrator

Wokingham

£30,000 - £36,000

Full time (optional to go part time 4 days)

Permanent

Office based

My client based in Wokingham are seeking an IFA Administrator to join their team within Investments and Pensions. We are looking for candidates who have got knowledge in Pensions and Investments who have got excellent organisational management skills. Successful IFA Administrator candidates will be supporting Senior IFA advisors.

Experience with Intelliflo/IO back-office system is a bonus.

Responsibilities

Managing client correspondence via email, phone calls, messages, and client portals

Liaising with platforms to research and respond to queries and requests

Processing one-off income, contributions, withdrawals, drawdowns, and fund switches

Inputting and maintaining accurate data on spreadsheets and Intelliflo (IO)

Acting as the first point of contact for clients, handling general and technical enquiries

Preparing summaries for new clients

Reviewing and checking suitability and review reports for accuracy and compliance

Monitoring and managing messages received through the client portal

Reviewing meeting notes from client reviews and implementing agreed actions and follow-ups

Experience

Previous experience in an IFA Administration role focusing on Pensions and Investments

Proficient IT skills in core Microsoft Office systems.

Excellent verbal and written communica...