We’re working with a highly respected financial planning firm that is seeking an experienced IFA Administrator to join their team. This is a fantastic opportunity to become part of a supportive and growing organisation, providing vital administrative support to financial advisers and helping to ensure clients receive outstanding service throughout their journey.
The Role:As an IFA Administrator, you’ll play a key role in supporting Financial Planners with all aspects of client administration. This will involve:
* Processing new business and managing the client database
* Preparing accurate reports and documentation
* Handling provider and client communications
* Managing trades, transfers, and valuations via platforms
* Supporting with trust administration and complex cases
* Maintaining accurate records and tracking workflow progress
* Assisting with review reports and annual reviews
This is a varied and fast-paced role, perfect for someone who thrives on organisation, has strong attention to detail, and enjoys working as part of a collaborative team.
What You’ll Need:
1. Previous experience in a similar financial planning/wealth management administration role
2. Strong knowledge of financial products and platforms
3. Familiarity with Intelligent Office (or similar back-office systems) is an advantage
4. A client-...