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 skilledIFA Administratorwith at least 23 years experience in financial services to join their dynamic and professional team. 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 1. Provide administrative support to IFAs across all aspects of client servicing 2. Process new business applications including pensions, investments, and protection products 3. Maintain accurate and up-to-date client records in line with regulatory requirements 4. Liaise with clients, providers, and internal teams to ensure timely completion of tasks 5. Prepare client documentation including suitability reports, valuations, and meeting packs 6. Support advisers with diary management, meeting preparation, and follow-ups
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