The Opportunity
We’re working with a well-established and growing Independent Financial Advice firm looking to recruit an experienced IFA Administrator to join their friendly and supportive team.
This is an excellent opportunity to join a business that values its people, offers genuine career progression, and provides a collaborative working environment.
The Role
You’ll be providing administrative support to Financial Advisers and Paraplanners, ensuring clients receive an exceptional level of service throughout the financial planning process.
Key responsibilities include:
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Processing new business across pensions, investments and protection.
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Preparing client review packs and documentation.
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Managing client records and updating the CRM system.
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Liaising with providers and clients to obtain information.
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Processing fund switches, withdrawals and letters of authority.
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Supporting advisers with day-to-day administration.
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Ensuring all work is completed in line with FCA requirements.
About You
We’re looking for someone with:
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Previous experience as an IFA Administrator or Financial Planning Administrator.
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Knowledge of pensions, investments and protection products.
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Excellent organisational and communication skills.
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Strong attention to detail.
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Experience using financial planning back-office systems (desirable).