IFA Administrator

Role Overview

We are seeking a proactive and detail-oriented Financial Planning Administrator to support Financial Advisers with the day-to-day administration of client portfolios. This role is ideal for someone with at least 2 years' experience in the UK financial services industry who is looking to develop their career within financial planning.

Key Responsibilities

• Provide full administrative support to Financial Advisers
• Prepare client review packs, valuations, and documentation
• Manage adviser diaries, appointments, and meeting preparation
• Assist in the implementation of financial advice
• Process new business applications and track progress
• Liaise with providers and platforms
• Maintain accurate client records and CRM systems
• Ensure compliance with FCA regulations
• Support client onboarding and servicing

Skills & Competencies

• Strong verbal and written communication skills
• Good numerical and analytical ability
• High attention to detail
• Strong organisational skills
• Ability to prioritise workload and meet deadlines

Experience & Requirements

Essential:

• Minimum 2 years' UK Financial Services experience
• Currently supporting Financial Advisers in an administrative role
• Strong understanding of financial planning processes
• Excellent communication skills
• Within commutable distance of Harrow

Desirable:

• Experience with St. James's Place (SJP)
• Knowledge of pensions, investments, and protection

Development & Progression:

• Support provided for professional qualifications (e.g., CII Diploma). Career progression opportunities into Paraplanner or Financial Adviser roles.

Candidate Profile:

• Motivated, professional, and eager to build a career in financial planning with a positive attitude and willingness to learn.