IFA Client Administrator - Hybrid

We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA Administrator into their team. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued.

The Role

You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams.

Key Responsibilities

• Updating client plans and personal information on the back office system

• Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data

• Liaising with external providers across product ranges to obtain accurate valuation and fund information

• Requesting electronic valuations via Gateway

• Downloading fund fact sheets and ensuring correct funds are used

• Producing Annual Review Packs for adviser meetings

• Preparing fund fact sheets and simple post-review (MIFID) letters

What We’re Looking For

• Previous experience in an IFA environment (minimum 1 year required)

• Understanding of pensions and investment products

• High level of accuracy and strong data entry skills

• Organised, methodical and able to manage multiple tasks

• Confident communicator with good phone manner

• Proactive team player who can also work independently

Benefits

• Company pension

• Life insurance

• Free and on-site parking

• Additional leave

• Company social events

• Sick pay

If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.