Job Description
IFA Administrator
Office based
Full time and Part Time considered
This is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.
This is a great first step to develop your career in Financial Services.
Key Responsibilities:
General Office Duties
* Manage incoming and outgoing correspondence (emails, post, calls)
* Maintain office filing systems and ensure records are up to date
* Support team members with administrative tasks as required
Ordering Supplies
* Monitor stock levels of office supplies and place orders as needed
* Liaise with suppliers to ensure timely delivery and cost-effective purchasing
* Maintain inventory records and manage supply budgets
Commission Statements & Payments
* Prepare and process commission statements for advisers
* Track payments and ensure accurate records are maintained
Client Contact Packs
* Assemble and prepare client contact packs for meetings and reviews
* Ensure all documentation is accurate, compliant, and professionally presented
Team Support & Coordination
* Assist with meeting arrangements, diary management, and internal communications
* Contribute to process improvements and administrative efficiency
Skills & Qualifications:
* Strong organisational and multitasking abilities
* Excellent attention to detail and accuracy
* Proficient in Microsoft Office (Word, Excel, Outlook)
* Good communication and interpersonal skills
* Experience in financial services
Benefits:
* Salary - Up to £26k
* Study support
* Progression is strongly supported
* Holiday - 24 days + bank holidays. Closed over Christmas.
* Quarterly discretionary bonus
To apply for this IFA Administrator position, please submit your CV below.