The job description provides a good overview of the Senior IFA Administrator role, but it can be improved for clarity and formatting consistency. Here's a refined version:
Senior IFA Administrator
Location: Wirral
Responsibilities
1. Act as the first point of contact for client queries, supporting both new and existing clients.
2. Take ownership of all assigned tasks, monitor progress, and ensure all work is completed on schedule.
3. Maintain accurate records of Adviser charges and ensure they match client agreements.
4. Keep an up-to-date record of new client leads.
5. Process new business and servicing changes on provider platforms and update the CRM system.
6. Monitor all new business and servicing requests to ensure timely receipt of information and documents, including updating client records.
7. Produce and prepare full client meeting packs for 'sign-up' meetings and ensure availability for each designated Adviser.
8. Prepare client annual review packs for advisors, both in appointment and electronic formats.
9. Oversee the work of other Administrators.
Candidate Requirements
Applicants should come from a similar background and have experience within an IFA firm.
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