Job Description
Job Title: IFA Administrator
Salary: £34,000 (Dependent on experience and qualifications)
Reports To: Operations Manager / Paraplanner Team Lead
About the Role
We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.
Key Responsibilities
* Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
* Process suitability reports and ensure all client files are accurate and up-to-date.
* Liaise with clients and providers to gather information, submit documents, and ensure smooth workflow.
* Manage general office administration tasks to support the day-to-day operations of the team.
* Support paraplanners and advisers with regulatory and financial exam preparation where needed.
* Contribute to team development initiatives and provide input to improve processes.
Requirements
* Previous experience as an IFA Administrator or similar role.
* Strong understanding of processing suitability reports and financial services operations.
* Experience liaising with clients and financial providers.
* Excellent organisational, communication, and administrative skills.
* Ability to work independently and as part of a small team.
* Knowledge of R0 / financial exams is advantageous.