Our client is looking for a motivated IFA Administrator to support their Financial Advisers in providing tailored advice and reports to clients. This role involves assisting with client onboarding, administration, and office processes, ensuring smooth day-to-day operations and compliance with company procedures.
Key Responsibilities
* Client Acquisition & Management: Manage client onboarding and process client forms in the CRM
* Perform client ID and AML verification checks
* Submit and chase applications with providers
* Organise and attend client meetings where required
Existing Clients
* Maintain client review schedules and prepare performance data
* Update portfolios and cashflow scenarios
* Support clients with queries and Investor Portal (MoneyLocker)
Reporting & Administration
* Prepare meeting minutes, suitability reports, and follow-up emails
* Support Financial Advisers with documentation and action points
Office Management
* Diary management for client meetings and adviser schedules
* Assist in developing office procedures and support the senior management team
* Maintain office supplies and ensure compliance with health, safety, and fire regulations
Skills & Experience
* Understanding of financial planning and investment products (administrative experience)
* Proficient in Microsoft Office and Outlook
* Strong analytical skills, attention to detail, and time management
* Excellent written, verbal, and interpersonal communication skills
Behaviour & Attributes
* Positive, professional, and proactive approach
* Flexible team player willing to take on varied tasks
* Able to communicate transparently and handle interpersonal dynamics
* Comfortable interacting with clients and colleagues at all levels
Why Join?
* Opportunity to develop within a supportive financial planning environment
* Gain experience across client onboarding, administration, and advisory support
* Exposure to professional development and career progression opportunities
Job Type
Contract: Permanent | Hours: 35 per week | Holidays: 25 days | Hybrid: 4 days in office, 1 day WFH
Contact
If you’d like to apply or find out more, please send your CV to: josie@artemisrecruitment.co.uk
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