A highly regarded and growing independent financial planning firm is seeking an experienced IFA Administrator to join their supportive and collaborative team.
This is an excellent opportunity for an individual with prior experience in financial services administration to join a professional environment where client service and attention to detail are at the heart of everything they do.
The Role
Working closely with Financial Advisers, you will play a key role in delivering a high-quality client experience and ensuring the smooth processing of new and existing business.
Key responsibilities include:
- Acting as a professional first point of contact for clients via phone, email, and in person
- Supporting advisers with diary management and meeting coordination
- Preparing client meeting packs and documentation
- Processing new business applications from submission through to completion
- Liaising with providers and clients to obtain required information
- Managing fund switches, rebalances, and other client transactions
- Organising and supporting client review processes
- Maintaining accurate and compliant client records using back-office systems
- Handling general administrative duties including correspondence and documentation
- Supporting the wider team and providing cover where required
About You
To be successful in this role, you will have:
- Previous experience in an IFA / financial services administration role
- Strong knowledge of provider platforms and industry processes
- Excellent organisational skills and attention to detail
- Strong communication skills, both written and verbal
- A professional and client-focused approach
- Good working knowledge of Microsoft Office and back-office systems (e.g. Intelligent Office)
Basic salary to £32,000, discretionary bonus, hybrid working scheme, 25 days holiday plus bank holidays, 5% pension, Private Medical Insurance, Life Assurance, Income Protection and much more.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
