Job Description
IFA Administrator
Location: Welwyn Garden City
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the Role
As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.
This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities
* Onboard, update and maintain accurate, compliant client records across internal systems
* Prepare documentation and information for client meetings
* Monitor new and existing client transactions, ensuring timely and accurate completion
* Process new business efficiently and effectively
* Translate financial documentation for clients where required
* Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
* Handle queries and calls in line with company standards, escalating where appropriate
* Prioritise workloads to meet deadlines and agreed service levels
* Resolve income reconciliation, finance, or tax-related queries
* Ensure all work adheres to company policies, procedures, and compliance standards
* Embed a client-first culture throughout every interaction
In Senior positions, responsibilities may also include:
* Managing more complex cases and supporting the development of junior team members
* Contributing to departmental projects and process improvements
* Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
* Supporting with complaint identification and investigation
* Taking responsibility for local health & safety and facilities requirements
* Deputising for the Client Services Manager when required
Key Relationships
You will work closely with:
* Client Services team
* Financial Planning team
* Paraplanners
* Central Services functions
Skills & Experience
Essential:
* Strong attention to detail and high level of accuracy
* Excellent knowledge of iO and Excel
* Ability to work under pressure and meet deadlines
* Confident communicator, both written and verbal
* Strong team player
Desirable:
* Broad knowledge of the financial services sector
* Understanding of FCA regulations