Job Description
IFA Administrator?? Aberdeen or Inverness (Hybrid Working – 2 to 3 Days from Home)?? £30,000 DOE + Study Support�? Join an Award-Winning National FirmAre you an experienced administrator in the financial services sector looking for your next step? We’re working with an award-winning national financial planning firm who are expanding their high-performing support team with a new IFA Administrator based in either Aberdeen or Inverness.This is an exciting opportunity to join a professional, forward-thinking business that offers genuine career development, a hybrid working model, and full study support to help you grow your career in financial planning.What You’ll Be Doing You’ll play a crucial role in supporting a team of financial advisers, ensuring the smooth processing of client applications, documentation, and correspondence. Your responsibilities will include:
* Processing new business applications and related paperwork through to provider submission
* Verifying client identity data electronically
* Chasing outstanding documents, trades, and transactions
* Supporting advisers with managing client cash and platform trades
* Maintaining up-to-date and accurate client records via Intelligent Office
* Uploading and managing documentation in line with company standards
* Responding promptly to client, provider, and adviser queries
* Handling policy claims and ensuring timely completion
* Supporting advisers with prep for client meetings, including quotations and applications
* Answering incoming calls and handling client correspondence professionally
* Following compliance, health & safety, and equality policies
What We’re Looking For
* Previous experience in a financial planning or IFA support role
* Familiarity with Intelligent Office (or similar back-office systems) is highly desirable
* Strong attention to detail and ability to manage multiple tasks
* Excellent written and verbal communication skills
* A proactive and professional approach to client service
* Desire to study towards financial services qualifications (study support is provided)
What You’ll Get
* Competitive salary up to £30,000 (DOE)
* Hybrid working (2–3 days from home)
* Full study support for industry qualifications
* Career progression within a leading UK-wide firm
* A positive, supportive, and inclusive working environment
Ready to take the next step in your financial services career?Apply now to join one of the UK's most respected national financial planning firms.