Ifa administrator (exclusive to taylor james) Work, Jobs in Helmshore, Lan (with Salaries)

IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
12d

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Bookkeeper/Administration
North Product Design Ltd —Preston
Support administrative duties including filing, data entry, and correspondence management. This role involves managing financial records, supporting…
£15 - £18 an hour
Quick apply
13d
Accounts Administrator
KBB VIRTUAL DESIGN LTD T/A The WA Group —Blackburn
Processing purchase and sales invoices. Flexible working pattern – 3 days per week or Monday to Friday, depending on the successful candidate.
£12.71 - £12.80 an hour
Quick apply
5d

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ifa administrator (exclusive to taylor james) jobs near helmshore, lan

IFA Administrator

K3 Advisory Group
Manchester

Quick apply

Job details

Full-time

Benefits

Profit sharing
Company pension
Company events
Private medical insurance

Qualifications

Pension
Administrative experience
Database management
Organisational skills
Communication skills
Time management

Full job description

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.

Key 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.

Skills & Experience

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

Quick apply

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ifa administrator (exclusive to taylor james) jobs in helmshore, lan

IFA Administrator

Administrator (Financial Services)

Client Relationship Manager

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