About the Role:
We are seeking an organised and motivated IFA Administrator to join our financial planning team. You will provide essential administrative support to advisers, ensuring clients receive a smooth, efficient, and compliant service. This is a great opportunity to work in a fast-paced, professional environment and develop your career in financial services.
Key Responsibilities:
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Prepare and maintain client records, reports, and correspondence
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Process client instructions across pensions, investments, ISAs, and protection products
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Support advisers with fact finds, suitability reports, and client meetings
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Ensure all documentation complies with regulatory and internal standards
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Liaise with clients, providers, and internal stakeholders to support smooth operations
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Assist with general office administration and team workflow management
Requirements:
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Previous experience in financial services administration, ideally within an IFA or advisory environment
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Knowledge of pensions, investments, and protection is an advantage
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Excellent attention to detail and organisational skills
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Strong communication skills, both written and verbal
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Ability to prioritise tasks and work under deadlines
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IT proficient, including Microsoft Office and CRM systems