Job Description
Key Responsibilities\n\n * Prepare and deliver annual review packs accurately and compliantly.\n\n * Manage Letters of Authority (LOAs), liaising directly with providers.\n\n * Handle new business submissions, process applications, and maintain audit trails.\n\n * Proactively chase providers and third parties to keep cases on track.\n\n * Carry out ad hoc administration as needed to support advisers.\n\n * Record all actions in the CRM system to maintain compliance.\n\n * Communicate clearly with advisers, clients, and external providers.\n\n * Take ownership of the role, adding value to both the office culture and client journey.\n\nSkills & Experience Required\n\n * Previous experience as an IFA Administrator, Financial Planning Administrator, or Financial Services Administrator.\n\n * Strong attention to detail with excellent organisational skills.\n\n * Confident communicator with clients, providers and internal teams.\n\n * Proactive, reliable, and collaborative team player.\n\n * Competent with CRM/back-office systems and Microsoft Office.\n\nWhat’s on Offer\n\n * £30,000 – £35,000 salary (DOE).\n\n * A role of genuine impact, central to adviser and client success.\n\n * A supportive, professional culture — ambitious yet full of good humour.\n\n * Excellent long-term development opportunities within an independent practice.\n\n * A comprehensive benefits packa...