IFA Administrator
Location: Wokingham
Salary: £26,000 £35,000
Hours: Full time OR Part-time (2030 hrs)
An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Wokingham. You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.
Key Responsibilities
Respond promptly and professionally to client queries with clear, thorough communication.
Record and maintain all written and electronic client communication accurately in Intelliflo (iO).
Collect and verify client policy information and critical data in line with KYC requirements.
Obtain policy details, quotes, illustrations, and product information.
Manage new client onboarding from first contact through to fund investment.
Process and submit new business efficiently to providers.
Handle investment trades, fund switches, and occasionally peer review colleagues' fund switch instructions.
Organise annual financial planning reviews on behalf of Financial Advisers.
Prepare meeting documentation including product literature, ill...