IFA Administrator

Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle under Lyme. This is an excellent opportunity to join the team supporting Financial Advisors on a full-time permanent basis. Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The team all work exceptionally well together, its a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach. Reward 23 days holiday including bank holidays, increasing in length of service to 25 daysRead all the information about this opportunity carefully, then use the application button below to send your CV and application.Contributory pensionSick pay probation (4 weeks)Life insuranceVirtual doctor and mental health appointmentsSalary sacrificeHybrid working with 1-2 days at home (based on experience)Job Role Supporting multiple Financial Advisors at any one time.Obtaining provider informationRun Risk Profiler results via FE AnalyticsProcessing New Business following adviser handoverEnsuring all compliance documents on fileSubmission to providers direct or electronically via platformAdding plan and activity for tracking to completionEnsuring client advised of progress throughout this processAdministering investments, pensions and protection to include transfersAssisting with research and producing FE Analytics fund switch reportsProcessing and monitoring switch directly with provider or electronically via platformPreparing supporting performance documentation for client review appointmentsPreparing review checklist for adviser/client appointmentsPreparing half yearly valuation reports for issue to client (postal or electronic)Providing Post Review Summary report to clientCompleting withdrawal instructions on behalf of clients/advisersSkills and experience Demonstrating good customer communication and relationshipsTeam working and collaborationUsing systems and processesDemonstrate honesty and integrityAdaptability, enthusiasm, dependabilityPersonal commitmentPlease Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.TPBN1_UKTJ

Created: 2025-10-08