IFA Administrator

Responsibilities

• Client Support & Administration
• Letters of Authority.
• Obtaining Illustrations and preparation for Client Meetings.
• New Business Processing (all product types) and Fund Switches.
• Chasing New Business through to completion with providers.
• Follow AML Procedures and ensure all requirements are met.
• Servicing Processing, including but not limited to Basic Updates (Address, Name, Marital), Withdrawal requests, Tax information, Plan information, Death Claims.
• Intelliflo Database Management/Task Management.
• Ensuring Intelliflo Database is updated with all transactional elements of a client's portfolio.
• Service Status and Fee Management for your Advisers clients.
• Fee and Invoice Processing.
• Provide Client Portfolio Summaries and Valuations.
• Ongoing Suitability Processing following Client Review meetings.
• Papercloud Document Management. - ensuring all clients documents securely stored.
• Client Portal Management - ensuring all clients can onboard securely and assist in their queries around navigation and portal use (Client Portal launch expected 2026).
• Support workflow management to meet service level agreements (SLAs).
• Technical, Risk & Compliance
• Ensure all business processing is compliant with FCA regulations and company procedures.
• Maintain accurate and up-to-date client records.
• Provider & Third-Party Liaison
• Liaise with providers, platforms, and internal teams to progress cases.
• Obtain valuations, fund information, and policy details Chase outstanding information and resolve queries efficiently.

Requirements

• Previous experience in an IFA Administrator role.
• Strong understanding of financial products (pensions, investments, protection).
• Excellent organisational and time management skills.
• High attention to detail and accuracy.
• Strong communication skills (written and verbal).
• Knowledge of platforms and back-office systems (Intelliflo) desirable.
• Reward Package
• Competitive Salary 35 hours per week.
• Hybrid Working (3 days Office and 2 days at Home - full time employee).
• 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance).
• Profit Sharing Scheme Perks Benefit Scheme Pension (auto-enrolment, then increasing dependent on length of service).
• Private Medical Insurance (after 12 months).
• Life Assurance.
• Long Term Service Awards.
• Fully funded company social events - summer and winter.
• Generous Study/Training Program

Additional Information

Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of business, high-quality client service and compliance with regulatory requirements. The role is key in delivering a seamless end-to-end client experience. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.

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