IFA Administrator- Ashbourne- Hybrid (after probation period) My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilled IFA Administrator with at least 2–3 years’ experience in financial services to join their dynamic and professional team.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm's financial services operations.
Key Responsibilities Provide administrative support to IFAs across all aspects of client servicing Process new business applications including pensions, investments, and protection products Maintain accurate and up-to-date client records in line with regulatory requirements Liaise with clients, providers, and internal teams to ensure timely completion of tasks Prepare client documentation including suitability reports, valuations, and meeting packs Support advisers with diary management, meeting preparation, and follow-ups Contribute to ongoing process improvements and uphold compliance standards Candidate Profile A minimum of 2–3 years’ experience in an IFA or financial services administrative role Strong knowledge of financial products, provider procedures, and industry regulations Excellent attention to detail and organisational skills Effective communicator with strong interpersonal abilities Capable of working independently while contributing to a wider team Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous Benefits and Culture A positive and inclusive work environment that values teamwork and initiative Career development opportunities within a respected and growing firm A chance to contribute to a client-centric business with a strong ethical foundation
Remote working/work at home options are available for this role.