Senior IFA Administrator

Are you passionate about going that extra mile to help a client get from where they are now to where they want to be, even when the going gets tough?

Job description

Portafina investment Management have a number of exciting roles available within their administration teams.

Starting salary in the range of £27,000 – £28,000 DOE, plus quarterly bonus scheme and supported CII exam progression.

This role is ideal existing Senior IFA administrator or Paraplanner looking for a new challenge and to further progress their career in Financial Services.

A typical day

Portafina supports over 13,000 clients and is entrusted to look after over £600M of cherished savings, so there is always plenty to do. A working day will typically be

  • 37.5 hours per week (Monday to Friday)
  • Hybrid approach with a blend of office and working from home.
  • Responsibilities may include:
    – Assisting the advisory and paraplanning teams with the production /completion of analysis, reports and application completion.
    – Understanding of the FCA Rules and regulations and confident speaking with customers with enhanced needs such as customer complaints or vulnerable clients.
    – Actioning incoming client information and ensuring accurate entry onto our internal systems.
    – Inbound and outbound calls – these could be giving an update to a client or liaising with a provider to obtain information about a client’s current arrangements.
    – Ability to support management team in complex tasks and data research.
    – Assistance with Departmental Training
    – Ability to identify and propose improvements to internal processes.

Qualities we look for

Portafina has a forward thinking, flexible and friendly working environment and would be perfectly suited to someone who is:

  • Passionate about helping people.
  • A team player who can work within a team or independently.
  • Driven – can work to realistic targets, motivated to meet business goals and enthusiastic about their own progression.
  • Organised – able to prioritise work based on importance and urgency.
  • Good attention to detail – takes a pride in the quality and accuracy of their work.
  • Strong communicator both internally and externally
  • Leadership – experience supporting or leading teams.
  • Strong understanding of the FCA regulations and compliance requirements
  • Close to or have completed Level 4 Diploma in Financial Planning

Benefits we offer

  • Competitive salary structure
  • Clear and defined progression routes
  • Supported financial study to gain qualifications
  • Private Health care
  • Company pension
  • 25 Days paid Holiday in addition to UK Bank Holidays
  • Life insurance & Critical Illness Cover
  • Birthday day off

Is this the right role for you?