Location
Ashbourne
Salary Competitive TypePermanent WorkplaceOn-Site Ref87866
IFA Administrator- Ashbourne- Hybrid (after probation period)
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 23 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 firms financial services operations.
Key Responsibilities
1. Provide administrative support to IFAs across all aspects of client servicing
2. Process new business applications including pensions, investments, and protection products
3. Maintain accurate and up-to-date client records in line with regulatory requirements
4. Liaise with clients, providers, and internal teams to ensure timely completion of tasks
5. Prepare client documentation including suitability reports, valuations, and meeting packs
6. Support advisers with diary management, meeting preparation, and follow-ups
7. Contribute to ongoing process improvements and uphold compliance standards
Candidate Profile
8. A minimum of 23 years experience in an IFA or financial services administrative role
9. Strong knowledge of financial products, provider procedures, and industry regulations
10. Excellent attention to detail and organisational skills
11. Effective communicator with strong interpersonal abilities
12. Capable of working independently while contributing to a wider team
13. Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous
Benefits and Culture
14. A positive and inclusive work environment that values teamwork and initiative
15. Career development opportunities within a respected and growing firm
16. A chance to contribute to a client-centric business with a strong ethical foundation