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Ifa administrator

Maidenhead
Permanent
Ifa administrator
£30,000 - £35,000 a year
Posted: 9h ago
Offer description

Fram is working with a successful wealth management firm in Berkshire which provides independent financial advice to individuals and businesses. The firm combines investment management with holistic financial planning across pensions, protection, and mortgages. Following internal movement and continued growth, the business is looking to engage with an experienced IFA Administrator to support three advisers within a pod structure. The role involves providing administrative support to advisers and paraplanners, helping to ensure the smooth running of client relationships and internal processes. Responsibilities include maintaining and updating client records using Intelligent Office (IO), processing new business, preparing and managing client documentation, and liaising with clients and product providers. The position also includes assisting with reporting and general office administration. This role may appeal to someone with experience in an IFA or financial planning environment who enjoys working in a structured, professional setting. Candidates must have practical experience with Intelligent Office, as this is essential for the position. Strong organisational skills and proficiency in Microsoft Office are also important. Applicants must have the right to work in the UK.

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