Job Title: IFA Administrator
Location: Boston Spa
Salary: up to £32,000 DOE
About the Role:
We are seeking a highly organised and client-focused IFA Administrator to join our growing financial planning team. This role offers the opportunity to work closely with financial advisers, support a large client base, and develop your career within a professional and dynamic environment.
Key Responsibilities:
-
Provide day-to-day administrative support to financial advisers.
-
Prepare and process client documentation, including account openings, withdrawals, and transfers.
-
Ensure client files are accurate, up to date, and compliant with FCA regulations.
-
Liaise with clients, providers, and internal teams to resolve queries promptly.
-
Assist in the preparation of reports, valuations, and review documentation.
-
Support the team with ad-hoc projects and process improvements.
Requirements:
-
Experience in financial services administration or similar role.
-
Strong attention to detail and organisational skills.
-
Excellent communication skills, both written and verbal.
-
Understanding of regulatory requirements and client confidentiality.
-
Ability to manage multiple tasks and work as part of a team.