Job Description
IFA Administrator - Financial Planning
Office-Based Preferred (Hybrid Considered)
Competitive Salary, Comprehensive Benefits, Career Advancement
It is seeking an experienced IFA Administrator to join its friendly and professional financial planning team. If you have a strong background in supporting Financial Advisers and enjoy working in a fast-paced environment where attention to detail and client care are paramount
IFA Administrator Role
As an IFA Administrator, you will play a vital role in supporting its advisers and paraplanners in the day-to-day administration of client affairs. From processing applications to managing client communications, you'll ensure everything runs smoothly behind the scenes.
IFA Administrator Key Responsibilities
- Processing new business applications (pensions, investments, protection, etc.)
- Maintaining accurate client records using back-office systems
- Preparing and sending client documentation and valuations
- Liaising with product providers to obtain information and updates
- Supporting advisers in the preparation for client meetings
- Ensuring all administrative tasks are completed in line with compliance requirements
IFA Administrator Requirements
- Previous experience in an IFA / financial planning administration role
- Strong knowledge of financial products and industry terminology
- Excellent organisational and communication skills
- High level of accuracy and attention to detail
- Comfortable using financial planning software (e.g. Intelligent Office, XPlan, etc.)
- Proactive and able to manage multiple tasks and deadlines
What's On Offer
- Competitive salary based on experience
- Supportive and inclusive team environment
- Full-time, office-based role (hybrid working considered for the right candidate)
- Ongoing training and professional development opportunities
- Pension contributions, generous holiday allowance, and other staff benefits
