Job Ref: 90050
Location: Norwich, Norfolk
Employment Type: Permanent
Salary: £30,000 - £35,000 Per Annum
IFA Administrator
* Hours: Full-Time, Monday–Friday
* Start Date: ASAP (Flexible)
Are you an experienced IFA Administrator looking to take the next step in your career? This is a fantastic opportunity to join a professional, supportive and well‑established financial planning firm in Norwich. You will work closely with advisers and the operations team to provide high‑quality administrative and client support across all areas of investment and pension processing. This role is ideal for someone who enjoys variety, takes ownership of their work, and thrives in a busy, client‑focused environment.
Key Responsibilities
* Produce basic reports and prepare documentation for adviser meetings
* Collate information from clients and providers ahead of adviser meetings
* Work across multiple platform providers to:
o Add expectations for new monies
o Process switches, buys & sells
o Action ad-hoc income requests
* Submit Letters of Authority
* Process new and top‑up business, ensuring full compliance and documentation accuracy
* Update the Intelligent Office (IO) back‑office system with new business and upload all relevant documents
* Support annual review preparation and produce follow‑up review reports
* Handle all investment & pension administration tasks end‑to‑end
* Provide overflow telephone support when needed
* Support advisers throughout the full advice journey, from meeting preparation through to implementation
* Participate in ad‑hoc operational and administrative projects
Experience & Skills Required
* Minimum 1 year’s experience in the IFA/wealth management sector (essential)
* Experience working with provider platforms (advantageous)
* Knowledge of Intelliflo Office (IO) is desirable
* Confident with new business processing and investment/pension administration
* Strong IT skills and ability to learn new systems quickly
* Able to work independently with excellent organisational skills
* Clear, concise communicator (written and verbal)
* Strong attention to detail, time‑keeping, and ability to prioritise
* Team‑oriented, adaptable, and proactive in supporting colleagues and advisers
What We Offer
* Up to £35,000 salary, dependent on experience
* Extensive enhanced benefits package
* Company pension scheme
* 23 days holiday, increasing to 25 days with service
* Friendly, collaborative team environment
* Opportunities for ongoing development and increased responsibility
If you’re an experienced IFA Administrator seeking a stable role with variety, responsibility and progression, we’d love to hear from you.
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