Part-time IFA Administrator in Newry - CV-Library

Part-time IFA Administrator

Job Type: Part-time, Permanent (20 hours per week)

Location: Newry, Northen Ireland

Salary: £23K-£24K pro rata

About the role:

We are currently looking for an IFA Administrator to join one of our well-established and highly regarded financial advisory firm based in Newry, Northern Ireland.

This is a part-time position offering around 20 hours per week, with flexibility. The role is hybrid, requiring a combination of home working and office attendance. In this role, you will be responsible for providing comprehensive administrative support to financial advisors, preparing and managing client documentation and ensuring accuracy and compliance.

The ideal candidate will have considerable experience within administrative support. Financial industry background is not essential, but would be beneficial.

Responsibilities:

* Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals

* Prepare new client packs, request customer documents to support applications and cases and client meetings

* Follow up with clients, assisting them in preparing a complete set of documents

* Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA’s, Mortgages and Protection

* Serve as the first point of contact for admin tasks

* Conduct review checks on each case before submission and liaise with clients for any missing or additional information

* Submit new applications on behalf of clients and advisers.

* Perform general administrative duties such as filing, photocopying, scanning, and posting documentation

* Provide regular updates to clients, ensuring all important information is communicated clearly

* Input data into CRM and Excel spreadsheets

* Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement.

Required Skills & Qualifications:

* IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel).

* Previous administrative experience

* A genuine passion for learning and development within the financial industry

* Quick learner, highly organised, and detail oriented.

Benefits:

* Supportive team environment

* Company pension scheme

* Supportive and dynamic team environment

* Company events.

How to apply:

Please send your CV and a cover letter outlining your interest in the role and your motivation to learn and grow within the financial sector