financial aid administrator

Reed

<p>IFA Administrator / Financial Services Administrator</p> <ul> <li><strong>Job Type:</strong> Full-time; Hybrid</li><li><strong>Location:</strong> Worthing</li><li><strong>Salary:</strong> £25,000 - £32,000</li></ul> <p>Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department. This position is an excellent opportunity for someone interested in breaking into the financial sector.</p> <p><strong>Day-to-day of the role:</strong></p> <ul> <li>Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.</li><li>Preparing and sending accurate client communications promptly.</li><li>Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.</li><li>Completing application forms accurately.</li><li>Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.</li><li>Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.</li><li>Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.</li><li>Supporting the team with additional projects as directed.</li><li>Training other team members as required.</li><li>Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).</li></ul> <p><strong>Required Skills & Qualifications:</strong></p> <ul> <li>Strong administrative skills with a proven ability to multitask and manage time effectively.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work both independently and as part of a team.</li><li>High level of honesty, trustworthiness, and diplomatic skills.</li><li>Proactive and organised approach to work.</li><li>Experience in a similar role within the financial services industry is highly desirable, but not mandatory-ideal for those looking to start a career in financial services.</li></ul> <p><strong>Benefits:</strong></p> <ul> <li>Salary - £25k - £32k depending on experience</li><li>Study support up to Chartered status.</li><li>Progression heavily supported</li><li>Hybrid working model.</li><li>Pension contribution of 4% by employer.</li><li>Death in service benefit x2.</li><li>Health cash plan.</li><li>Flexible working options.</li><li>Overtime pay.</li><li>25 days holiday plus bank holidays.</li></ul> <p>To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact. </p> <p><strong>Synonyms</strong></p> <p>IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator</p>

Ifa Administrator

Recruit UK

<p><strong>Job Title: </strong>IFA Administrator</p><p><strong>Industry:</strong> Financial Planning</p><p><strong>Location:</strong> Birmingham</p><p><strong>Salary:</strong> Up to £30,000</p><p><strong>Job Reference:</strong> 9926</p><p></p><p><strong>Job Description:</strong></p><p>Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.</p><p>This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.</p><p>This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture. </p><p><strong>What's in it for you:</strong></p><ul><li>Salaries up to £30,000 (salary negotiable dependent on skill set and experience)</li><li>Flexible working (post probation)</li><li>25 days holiday plus bank holidays </li><li>Generous pension contribution</li><li>Enhanced additional benefits </li><li>Fantastic work culture </li><li>Career professional development</li></ul><p></p><p><strong>Skills and experience required:</strong></p><ul><li>1+ years' experience as an IFA Administrator in a Wealth Management company</li><li>Excellent attention to detail</li><li>Highly organised and capable of working independently and within a team</li><li>Strong literacy and numeracy skills</li></ul><p></p><p><strong>About Recruit UK:</strong></p><p>As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role.</p><p></p><p><strong>Our commitment to you:</strong></p><ul><li>Start every journey with a conversation to find out about you in-depth.</li><li>Provide honest feedback on where you fit in the job market.</li><li>Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.</li><li>Take a holistic mindfulness approach - career happiness is rarely just about the money.</li><li>Cover the whole of the UK with a local touch through our regional teams.</li><li>Never pester you.</li></ul><p></p>

IFA Administrator

TEMPLEGATE RECRUITMENT

<p><strong>Job Title:</strong> IFA Administrator</p> <p><strong>Why Join Us:</strong></p> <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> <p><strong>Salary & Benefits:</strong></p> <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> <p><strong>Location:</strong> Sevenoaks (office-based, with potential for 1 day per week remote)</p> <p><strong>About Us:</strong></p> <p>We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced <strong>IFA Administrator</strong> to join our friendly team.</p> <p><strong>The Role:</strong></p> <p>We are looking for a proactive and detail-oriented <strong>IFA Administrator</strong> to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning.</p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> <p><strong>Skills & Experience:</strong></p> <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> <p><strong>How to Apply:</strong></p> <p>If this role as an <strong>IFA Administrator</strong> sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.</p> <p><em>Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.</em></p>

mbf.

<p>We are delighted to be working with a forward-thinking, fully independent and growing financial planning practice in Trowbridge. This is a well-established and highly respected firm with a fantastic reputation for delivering high-quality, client-focused financial advice. They are a modern and progressive business, investing in professional development and creating a supportive, collaborative working environment.</p><p>Due to continued growth and internal progression, the firm is looking to recruit an IFA Administrator to join their professional team.</p><p><strong>The Role</strong></p><p>As an IFA Administrator, you will play a key role in supporting the Paraplanners and Financial Planners, ensuring the smooth running of client processes from start to finish. This is a varied and rewarding position offering excellent exposure across all areas of financial planning.</p><p><strong>Your responsibilities will include:</strong></p><ul><li>Providing comprehensive administrative support to advisers and paraplanners</li><li>Preparing client documentation, valuations, and meeting packs</li><li>Liaising with clients, providers, and third parties to obtain and update information</li><li>Processing new business, investments, and policy changes accurately and efficiently</li><li>Maintaining client records and ensuring compliance requirements are met</li><li>Assisting with the preparation of annual reviews and ongoing client servicing</li></ul><p><strong>The ideal candidate will have:</strong></p><ul><li>A minimum of 12 months' experience within a financial planning, wealth management or financial services environment </li><li>Strong understanding of financial services as a whole </li><li>Excellent organisational skills with strong attention to detail</li><li>A proactive, professional, and client-focused attitude</li><li>Confident communication skills, both written and verbal</li></ul><p>If you have strong administrative experience within financial services and a genuine interest in progressing your career within financial planning, this role will give you the platform to do just that.</p><p><strong>What's on Offer</strong></p><ul><li>Competitive salary and benefits package</li><li>Full study support towards industry-recognised qualifications (CII / Diploma in Financial Planning)</li><li>Excellent training and development opportunities</li><li>A clear pathway for career progression within the business</li><li>Friendly, modern, and supportive team environment</li></ul><p>This is a fantastic opportunity to join a highly reputable and growing firm that encourages career development and recognises individual contribution. If you're looking for a role where you can genuinely grow and make an impact, this could be the perfect next step in your career.</p>

Aspire Recruitment Solutions

<p>IFA Support Administrator Oxford Salary up to £35k, a strong element of home working and competitive Benefits.</p> <p>Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Oxford area?</p> <p>This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.</p> <p>Job Summary:</p> <ul> <li>You will be responsible for working closely with the advisers and clients</li><li>Liaise with product providers to ensure timely and accurate responses to clients</li><li>Send Letters of Authority and gather accurate information</li><li>Obtain illustrations and application forms</li><li>Production of portfolio valuations</li><li>Provide a friendly and professional point of contact for clients and enquiries</li></ul> <p>Qualifications and Experience: -</p> <ul> <li>Minimum 1 year experience in financial services administration</li><li>Salary range up to £35k depending upon experience</li><li>Pension and death in service benefits</li><li>25 days holiday (+ Bank Holidays) per annum</li><li>The ability and support to work flexibly where appropriate, in terms of hours and location</li><li>Support with further qualifications, including study leave</li></ul> <p>If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN</p>

IFA Support Administrator

Capio Recruitment Financial Planning

<p><strong>Job Title:</strong> Client Support Administrator</p><p><strong>Location:</strong> Bristol</p><p><strong>Salary:</strong> £28,000 - £34,000 (DOE)</p><p>This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.</p><p>This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.</p><p><strong>The Role:</strong></p><ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul><p><strong>The Required Skills & Experience:</strong></p><ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul><p></p><p><strong>What's on Offer:</strong></p><ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul><p></p><p>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.</p><p><strong>"INDSBWEA"</strong></p>

Kennesaw State University

<div><div><div><h2 class="jobSectionHeader"><b>About Us</b></h2><div><br>
<div><div>
</div><p>Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower our 47,000 students to become thought leaders, lifelong learners, and informed global citizens. Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision. Come Take Flight at KSU!</p>
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Location</b></h2><div><br>
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</div><p><b>(Primary Location for Job Responsibilities)</b> Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144.
</p><p>Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.</p>
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Job Summary</b></h2><div><br>
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</div><p>Provides data analysis, management, and reporting for Office Student Financial Aid (OSFA). Identify requirements, collect data, and interpret results for Federal and State funded programs. Leads projects and initiates and implements process improvements. Assists in developing and administering policies and procedures, extensive scope and impact of decisions both internal and external contacts, and mission of the department. Ensures compliance with relevant regulatory requirements.</p>
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Responsibilities</b></h2><div><br>
<div><div>
</div><p><b>KEY RESPONSIBILITIES:</b><br>
1. Leads and oversees projects that implement process improvement<br>
2. Collects, analyzes and provides accurate data and reports to support decision making and functional activities<br>
3. Assesses and analyzes underlying data elements to identify causes of potential problems and proposes solutions<br>
4. Responsible for the execution and management of individual programs and/or processes<br>
5. Reviews and audits completed work to ensure accuracy and compliance&iquest; facilitates training as needed<br>
6. Trouble-shoots and maintains quality assurance processes within assigned financial aid area<br>
7. Monitors communications from students to review for possible system and/or training issues<br>
8. Ensures compliance with all federal, state, NCAA, USG and Kennesaw State rules and regulations<br>
9. Contributes and participates in the strategic planning process and future direction of the department/division<br>
10. Works collaboratively with campus-wide departments and outside entities regarding the implementation of policies and procedures<br>
11. Serves as a point of contact to resolve questions or issues<br>
12. Maintains a master calendar for all OSFA major activity<br>
13. Establishes strategies for effective delivery of program awards</p>
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Required Qualifications</b></h2><div><br>
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</div><p><b>Educational Requirements</b><br>
Bachelor's Degree from an accredited institution of higher education in Communications, Finance, Statistics, Business or related field<br>
<br>
<b>Required Experience</b><br>
Three (3) years related experience in financial aid, post-secondary education, or business</p>
</div></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><div><br>
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</div><p><b>Additional Preferred Qualifications</b><br>
National Association of Student Financial Aid Administrators (NASFAA) Credentials<br>
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<b>Preferred Educational Qualifications</b><br>
An advanced degree from an accredited institution of higher education in a related field<br>
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<b>Preferred Experience</b><br>
Previous experience with Banner (Ellucian)</p>
</div></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Knowledge, Skills, &amp; Abilities</b></h2><div><br>
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</div><p><b>ABILITIES</b><br>
Able to handle multiple tasks or projects at one time meeting assigned deadlines<br>
Able to understand, research, and resolve complex issues related to various federal and state systems, including but not limited to an understanding of Central Processing System, Electronic Data Exchange, National Student Loan Data System, Common Origination and Disbursement, Surfer<br>
Able to plan, coordinate and complete large scale, detail-oriented projects and events<br>
Able to work in partnership with, staff, faculty, administrators, federal/state entities, and servicers to ensure student success<br>
Able to maintain compliant records of all transactions between the University and outside reporting entities<br>
Able to lead compliance efforts involving federal, state, and institutional fin<br>
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<b>KNOWLEDGE</b><br>
Knowledge of financial aid at the federal, state and institutional levels and stays abreast of<br>
changes to state and federal rules/regulations<br>
Knowledge of state program rules and regulations for Financial Aid in the State of Georgia<br>
Knowledge of Title IV rules and regulations, as they pertain to Federal Student Financial Aid<br>
Knowledge of and abides by the regulations of the Family Education Rights and Privacy Act<br>
(FERPA)<br>
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<b>SKILLS</b><br>
Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, communication (verbal and written), time management, project management and presentation skills<br>
Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite, Ellucian Banner Financial Aid Module, USG GA Modifications to Banner, Common Origination and Disbursement, Central Processing System, Surfer, and the National Student Loan Data System)<br>
Strong attention to detail and follow up skills<br>
Strong customer service skills and phone and e-mail etiquette</p>
</div></div></div></div><div><div><h2 class="jobSectionHeader"><b>
USG Core Values</b></h2><div><br>
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</div><p>The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.</p><p>
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at https://www.usg.edu/policymanual/section6/C2653.</p>
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Equal Employment Opportunity</b></h2><div><br>
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</div><p>Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.<br>
<br>
For additional information on this policy, or to file a complaint under the provisions of this policy, students, employees, applicants for employment or admission or other third parties should contact the Office of Institutional Equity at English Building, Suite 225, eeo@kennesaw.edu.</p>
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Other Information</b></h2><div><br>
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</div><p>This is not a supervisory position.<br>
This position does not have any financial responsibilities.<br>
This position will not be required to drive.<br>
This role is considered a position of trust.<br>
This position does not require a purchasing card (P-Card).<br>
This position may travel 1% - 24% of the time</p>
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Background Check</b></h2>
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<div></div><div><ul><li>Standard Enhanced</li><li>
Education</li></ul><p>
Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening<br>
results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility.</p><p>
All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.</p><p>
https://www.usg.edu/hr/assets/hr/hrap_manual/HRAP_Background_Investigation_Employment.pdf</p></div></div></div></div></div>

Financial Aid Analyst, Processing

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