Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team! Key Responsibilities: • Handle phone calls, enquiries, and requests efficiently • Communicate with clients both verbally and in writing • Process New Business applications • Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual) • Schedule client meetings and manage Advisers’ diaries • Complete Portfolio Illustration requests • Provide back-office support • Ensure all financial planning administration is accurate and compliant with company procedures • Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant Key Requirements: • Previous experience within a Financial Planning firm is essential • CII Level 3 Qualification in Financial Administration preferred (training can be provided) • Experience with IO and financial platforms • Understanding of Model Portfolios/DFMs is an advantage • Strong ability to prioritise and manage workloads effectively • Excellent communication, planning, and organisational skills • Analytical mindset with strong problem-solving abilities • Flexible, adaptable, and confident in IT and office software • Team player with a positive attitude Benefits: • Professional industry exams funded, with study support • 25 days holiday (plus Bank Holidays) • Holiday Purchase scheme • Access to an In-House Training Academy • Annual salary review • Day off on your birthday • Life Assurance & Pension • Opportunities to progress to Paraplanner or Adviser roles