IFA Administrator

Job Description

Senior IFA Administrator (Mortgage Focus)

Hybrid working
Up to 35000 DOE Bonus
Full Time Permanent

Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly established financial services team

PSM Recruitment is delighted to be supporting a respected Independent Financial Adviser in the search for a proactive and highly organised Senior IFA Administrator.

This is not a traditional paraplanning role the successful candidate will primarily take ownership of an established mortgage book while also providing high-quality back-office support across the wider financial planning business.

This is an excellent opportunity for someone who enjoys working independently takes ownership of their workload and is looking for a hybrid position.

Key Responsibilities

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic SimplyBiz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

The Ideal Candidate

• Previous experience as a Senior IFA Administrator.
• Strong working knowledge of Intelligent Office (IO) is essential.
• Mortgage administration or mortgage arranging experience is essential.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma (or working towards it) is welcomed but not essential.
• Able to work independently with minimal supervision.
• Highly organised with excellent attention to detail.
• A team player who enjoys working within a close-knit supportive business.

Whats on Offer

• Salary up to 35000 depending on experience.
• Bonus scheme.
• Hybrid working
• Join a friendly professional and well-established financial services practice.
• A varied role with genuine responsibility and autonomy.
• Long-term career opportunity within a supportive team.

If youre an experienced IFA Administrator with strong mortgage knowledge looking for your next challenge wed love to hear from you.

This is an excellent opportunity and if you feel you have the relevant experience then please apply with an up-to-date CV. If you have not been contacted within a week you should assume that you have been unsuccessful at this time.