Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business, and provide administrative support for a range of financial products including investments, pensions, protection, and occasionally mortgages.
Key Responsibilities
* Collate provider information and client illustrations to support financial recommendations
* Run Risk Profiler results and produce fund switch, valuation, and review reports
* Process new business, withdrawals, and switches in line with compliance standards
* Prepare and maintain suitability reports and supporting client documentation
* Liaise with clients and internal teams to ensure smooth processes and updates
* Maintain accurate records in back-office systems
* Handle general administrative tasks including filing, scanning, post, and calls
Skills & Experience
* Minimum 2 years’ experience in an IFA Administrator role
* Strong customer service and communication skills
* Team player with ability to plan, prioritise, and multitask
* Professional, adaptable, dependable, and proactive
* Good knowledge of financial products, systems, and processes
* Competitive salary up to £30,000
* Pension scheme (employer contribution with salary sacrifice for employees)
* 23 days annual leave plus bank holidays (increasing with service)
* Group life cover, income protection, company sick pay, and Employee Assistance Programme
* Hybrid working: 2 days from home, 3 days in the office
#J-18808-Ljbffr