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RGH-Global Ltd
Senior IFA AdministratorRGH-Global Ltd • Coventry, England, GB
Senior IFA Administrator

Senior IFA Administrator

RGH-Global Ltd • Coventry, England, GB
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Overview

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

  • Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
  • Ensure all compliance paperwork is accurately completed and maintained.
  • Prepare application forms and supporting documents for the advice process.
  • Process and manage new business and servicing cases, including more complex transactions, through to completion.
  • Monitor the progress of applications and proactively update Advisers on any issues or delays.
  • Action servicing requests and changes to clients investments.
  • Prepare client portfolio valuations and review packs.
  • Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

  • Minimum of 3 years experience within an independent financial planning or wealth management firm.
  • Strong understanding of financial planning products, processes, and compliance requirements.
  • Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
  • Excellent attention to detail with strong numeracy and literacy skills.
  • Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.

Benefits

  • 4x life assurance
  • Critical illness cover (2x)
  • Employee Assistance Programme
  • Health Cash Plan
  • 5% employer pension contribution
  • Discretionary annual bonus
  • 22 days holiday plus bank holidays (option to purchase an additional 5 days)
  • Hybrid working
  • Both full-time or part-time hours considered
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Senior IFA Administrator • Coventry, England, GB

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