IFA Administrator

We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you’ll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service.

The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector.

Key Responsibilities:

• Provide comprehensive administrative support to a team of financial advisers and paraplanners
• Prepare, process, and monitor new business applications across pensions, investments, and protection products
• Handle letters of authority and liaise with providers to obtain policy information
• Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar)
• Prepare client review packs, reports, and supporting documentation for meetings
• Act as a point of contact for client queries, delivering excellent service at all times
• Ensure all work is compliant with FCA regulations and company policies
• Assist with general office administration and contribute to team efficiency

Key Skills & Experience

• Previous experience in an IFA, financial planning, or wealth management administration role is essential
• Knowledge of pensions, investments, and protection products is highly desirable
• Strong organisational skills with excellent attention to detail
• Confident communicator, both written and verbal, with clients, providers, and colleagues
• Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems)
• Able to prioritise workload and work to deadlines in a busy environment
• Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

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