IFA Administrator

IFA Administrator - Support for Financial Advisers

Are you an experienced administrator with a passion for financial services? My client is looking for a proactive and detail-oriented IFA Administrator to join their team and provide essential technical support to our Financial Advisers.

About the Role:

As an IFA Administrator, you'll play a key role in supporting Financial Advisers with the preparation and processing of financial planning documentation. You'll ensure client records are accurate, assist with compliance requirements, and help maintain a smooth workflow across the advisory team.

Key Responsibilities:

• Provide technical and administrative support to Financial Advisers.
• Prepare client reports, valuations, and documentation for meetings.
• Maintain and update client records using CRM systems.
• Liaise with providers to obtain policy information and process applications.
• Ensure compliance with FCA regulations and internal procedures.
• Assist with new business submissions and ongoing client servicing.

What They Are Looking For:

• Previous experience in an IFA or financial services environment.
• Strong understanding of pensions, investments, and protection products.
• Excellent attention to detail and organisational skills.
• Proficiency in financial software and Microsoft Office.
• Ability to work independently and as part of a team.
• A commitment to delivering outstanding client service.

What We Offer:

• A supportive and collaborative working environment.
• Opportunities for professional development and training including supporting you through obtaining your Level 4 Diploma in Regulated Financial Planning
• Competitive salary and benefits package.
• Flexible working options.