IFA Administrator / Financial Planning Administrator
Location: Winnersh
Salary: £26,000 – £35,000
Hours: Full-time (37.5 hrs)
An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Winnersh. You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.
Key Responsibilities
Respond promptly and professionally to client queries with clear, thorough communication.
Record and maintain all written and electronic client communication accurately in Intelliflo (iO).
Collect and verify client policy information and critical data in line with KYC requirements.
Obtain policy details, quotes, illustrations, and product information.
Manage new client onboarding from first contact through to fund investment.
Process and submit new business efficiently to providers.
Handle investment trades, fund switches, and occasionally peer review colleagues' fund switch instructions.
Organise annual financial planning reviews on behalf of Financial Advisers.
Prepare meeting documentation including product literature, illustrations, forms and agreements.
Confidently send critical client data using DocuSign and other approved digital methods.
Create, schedule and manage follow-up tasks for meetings, client requests and new submissions on iO.
Adhere to internal processes and FCA compliance (AML, GDPR), ensuring confidentiality at all times.
Contribute to personal development and support the wider Admin and Paraplanning team.
Peer review colleague work where required (applications, correspondence, technical fund switches).
Experience & Skills
Minimum 1 year Financial Services industry experience.
Knowledge of investments, pensions and family wealth planning.
Experience using iO preferred, but not essential.
Exceptional accuracy and attention to detail.
Strong IT ability, especially Microsoft Office (intermediate Excel).
Understanding of Financial Adviser needs and FCA requirements