You will be responsible for:
* Delivering all-round administrative support to advisers.
* Maintaining accurate and compliant client records using back-office systems.
* Preparing key documentation including illustrations, application forms, and authority letters.
* Processing new business submissions and handling investment or pension transfer requests.
* Liaising directly with providers and maintaining regular contact with clients.
* Compiling valuations, reports, and review documents.
* Organising and preparing meeting packs for client appointments.
What we are looking for:
* Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
* At least 2 years’ experience working within an IFA environment.
* Skilled in Microsoft Word and Excel.
* Excellent communication skills.
* Ideally possess experience using Intelligent Office and working with wrap platforms.
What’s on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.