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IFA Administrator - Ashbourne (Hybrid) - up to £35,000, ashbourne
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Client:
Heat Recruitment
Location:
ashbourne, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
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.
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
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