Job Description
Job Title: IFA Administrator
Location: Dedham
Salary: £35,000
Contract: Permanent, Full-time
The Company
Our client is a well-established financial services firm with an excellent reputation for delivering high-quality advice and outstanding client service. Due to growth, they are looking for a motivated IFA Administrator to join their team.
The Role
As a IFA Administrator, you will play a vital role in supporting advisers and the wider team to deliver an efficient, compliant, and positive experience to clients. This is a varied and rewarding position where attention to detail, organisation, and communication skills are key.
Your responsibilities will include:
* Supporting advisers through all stages of the financial advice process.
* Preparing and processing new business applications and client documentation.
* Producing/issuing Letters of Authority, liaising with providers, and gathering plan information.
* Arranging annual review meetings and preparing portfolio valuations, reports, and regulatory paperwork.
* Maintaining accurate client files using the back-office system.
* Handling client, adviser, and provider queries in a professional and timely manner.
* Undertaking general administrative duties including post, calls, and greeting visitors.
About You
The ideal candidate will have:
* Understanding of the financial services industry and relevant products.
* Knowledge of the financial advice process and compliance requirements.
* Strong organisational skills with the ability to prioritise and manage workload.
* Excellent written and verbal communication skills.
* Exceptional attention to detail and accuracy.
* A proactive approach with initiative and problem-solving ability.
What’s in it for you?
* Competitive salary and benefits package.
* Opportunity to build your career with an established and respected financial services firm.
* Supportive and professional working environment.
* Ongoing training and career progression opportunities.