Ifa administrator

Location

Poole

Salary Competitive TypePermanent WorkplaceOn-Site Ref88444

Recruiter Managing This Role

IFA Administrator
Location: Poole
Salary: Up to £30,000 (dependent on experience) + Benefits
We are currently working with a well-established and respected Financial Planning firm who are looking to add an experienced IFA Administrator to their growing team.
Key Responsibilities:

1. Providing administrative support to Financial Advisers and Paraplanners
2. Processing new business applications and tracking to completion
3. Preparing client review packs and maintaining client records
4. Liaising with clients and providers to obtain relevant policy information
5. Ensuring all compliance requirements are met and recorded accurately
6. Updating the CRM system and managing client documentation

What Were Looking For:

7. Previous experience in a similar IFA/financial planning admin role
8. Strong knowledge of pensions, investments, and protection products
9. Excellent attention to detail and organisational skills
10. Confident communicator with a professional approach
11. Experience using platforms such as Intelligent Office (desirable)