4th January 2022
Job Type


We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.

Purpose of role

This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.

Key Tasks:

  • Opening and sorting daily post on a rota
  • Sending daily post on a rota
  • Answering the telephone and directing calls, taking and passing on messages
  • Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
  • Developing and building relationships with clients
  • Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
  • Maintenance of client records using Iress (inputting new business, updating client investments)
  • Scanning documentation
  • Preparation of valuations
  • Competent use of investment platform for placing trades and managing client cash accounts

Experience and Qualifications:

The successful candidate will have/be:

  • 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
  • 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
  • Excellent written and visual presentation skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  • Understanding of the needs of Financial Services teams and FCA rules and compliance
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
Optional Cover Letter
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