Key Responsibilities
* Prepare and deliver annual review packs accurately and compliantly.
* Manage Letters of Authority (LOAs), liaising directly with providers.
* Handle new business submissions, process applications, and maintain audit trails.
* Proactively chase providers and third parties to keep cases on track.
* Carry out ad hoc administration as needed to support advisers.
* Record all actions in the CRM system to maintain compliance.
* Communicate clearly with advisers, clients, and external providers.
* Take ownership of the role, adding value to both the office culture and client journey.
Skills & Experience Required
* Previous experience as an IFA Administrator, Financial Planning Administrator, or Financial Services Administrator.
* Strong attention to detail with excellent organisational skills.
* Confident communicator with clients, providers and internal teams.
* Proactive, reliable, and collaborative team player.
* Competent with CRM/back-office systems and Microsoft Office.
Whats on Offer
1. £30,000 £35,000 salary (DOE).
2. A role of genuine impact, central to adviser and client success.
3. A supportive, professional culture ambitious yet full of good humour.
4. Excellent long-term development opportunities within an independent practice.
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