Experienced IFA Administrator
Salary: £27,000 - £32,000 + Bonus
Deeside, North Wales, Hybrid Working
Independent financial advisory firm to recruit an experienced IFA Administrator. This is an excellent financial services job opportunity will offer a move into a more client-facing role with clear progression towards financial advice.
The Role
You will act as the key link between clients and advisers, managing a portfolio of clients while supporting Financial Planners in delivering high-quality financial advice. This is a varied role combining client relationship management, technical support, and coordination of end-to-end client processes.
Key Responsibilities
* Manage and build long-term client relationships
* Act as main contact for client non advice queries
* Support advisers with research, documentation, and implementation of recommendations
* Oversee client onboarding and ongoing servicing
* Ensure timely and accurate completion of client work and compliance requirements
* Identify opportunities to enhance client experience and develop new business
About You
* Experience as aparaplanner or senior administratorwithin financial planning
* Strong knowledge of pensions, investments, and protection products
* Working towards (or completed) Level 4 Diploma preferred
* Highly organised with excellent communication skills
* Proactive, client-focused, and a strong team player
* Experience with Intelligent Office (desirable)
If you're looking to step into a more client-focused role within a supportive and growing firm, we’d love to hear from you.
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