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Ifa administrator

Maidenhead
Permanent
Ifa administrator
£30,000 - £35,000 a year
Posted: 6 November
Offer description

Fram is working with a successful independent wealth management firm in Berkshire, providing financial advice to individuals and businesses across investments, pensions, protection, and mortgages. Due to internal growth, the firm is seeking an experienced IFA Administrator to support three advisers within a pod structure. The role involves providing administrative support to advisers and paraplanners, maintaining client records using Intelligent Office (IO), processing new business, preparing client documentation, liaising with clients and product providers, and assisting with reporting and general office administration. Requirements: Experience in an IFA or financial planning environment. Proficiency in Intelligent Office (essential). Strong organisational and Microsoft Office skills. Professional and detail-oriented approach. Must have the right to work in the UK. This is an excellent opportunity to join a reputable, growing firm offering a professional working environment and hybrid flexibility. Apply now to learn more.

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