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Ifa administrator

Permanent
Ifa administrator
Posted: 4h ago
Offer description

Fram is working with a growing financial planning firm based in Berkshire that is looking to engage with an experienced IFA Administrator. The business has continued to expand its client base and is investing in additional administrative support to maintain consistent service standards. The role is remote, with occasional interaction required with the wider team. The position involves supporting advisers across the full advice process, including processing new business, managing client records, and handling fund switches accurately and in line with platform and compliance requirements. Experience of fund switches is important, as the role includes regular portfolio adjustments and platform-based transactions. There is also responsibility for liaising with providers, maintaining accurate documentation, and ensuring all activity aligns with regulatory expectations. This may appeal to someone who has worked in a similar IFA Administrator role and understands the importance of compliance, accuracy, and process. Confidence using adviser platforms and back-office systems will be important, along with the ability to manage workload independently in a remote setting. The firm offers a competitive salary reflective of experience and the level of responsibility involved. Applicants must have the right to work in the UK.

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