Role Overview
We are seeking an experienced IFA Administrator to join our team. You’ll play a key role in supporting our advisers and paraplanners, helping to maintain smooth client service delivery, and ensuring compliance with regulatory standards. This is an excellent opportunity for someone with strong administration experience who is looking to grow within financial services.
Key Responsibilities
- Provide high?quality administrative support to IFA advisers and paraplanners
- Prepare paperwork and support the adviser/client meeting process
- Maintain client files and CRM systems ensuring accuracy and compliance
- Process client documentation, valuations and supplier correspondence
- Liaise with product providers, platforms and other third parties
- Assist with compliance audit preparation and record keeping
- Handle inbound client calls and general enquiries professionally