IFA Administrator Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience. Key Responsibilities: * Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. * Prepare client packs, valuations, meeting documentation, and review paperwork. * Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. * Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. * Maintain accurate client records and update the CRM system in line with internal procedures. * Support annual review processes and ongoing servicing requirements. * Assist with compliance and file checking to ensure records meet FCA and internal standards. * Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: * Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. * Strong understanding of pensions, investments, protection products, and financial planning administration. * Knowle...