IFA Administrator

Location: Kent

Contract: Permanent

Rate: £27,000 - £35,000

Start date: Flexible

Contact: miraj.hussen@servicecare.org.uk

Job Description

Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent.

They are seeking an experienced IFA Administrator to join their team on a permanent basis.

In this role, you will be responsible for the administration and maintenance of client files, company records, and back-office systems, while ensuring compliance and accuracy through regular audits.

This is an exciting opportunity to join a growing firm, where you'll play a key role in supporting their financial advisory services and contribute to the company's continued success.

Main responsibilities

• Client File Administration and Maintenance
  
  
  
  • Ensure accurate management of client files, processing relevant documents, and updating portfolios.
  
  
  
  


• Company Records Administration
  
  
  
  • Oversee the maintenance of internal records, ensuring compliance and organization.
  
  
  
  


• Development and Support of Back Office Systems
  
  
  
  • Improve the use of the back-office system and collaborate with the system provider to resolve issues.
  
  
  
  


• Fee and Commission Reconciliation
  
  
  
  • Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
  
  
  
  


• File Auditing
  
  
  
  • Conduct regular audits of client and company files to ensure compliance and accuracy.
  
  
  
  

Candidate Requirements

• IFA Admin Experience
  
  
  
  • A minimum of 2 years' experience in IFA administration is essential.
  
  
  
  


• High Computer Literacy
  
  
  
  • Strong competency in working with computer systems and software.
  
  
  
  


• Proficiency in Microsoft Office
  
  
  
  • At least intermediate skills in internet usage, Word, Excel, and Outlook.
  
  
  
  


• Problem-Solving Skills
  
  
  
  • Ability to tackle challenges effectively and find solutions independently.
  
  
  
  


• Experience withXPlan
  
  
  
  • Desirable but not essential - Candidates with XPlan experience will have an advantage.
  
  
  
  

If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@servicecare.org.uk

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.