IFA Administrator
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:
Prepare and maintain client records, reports, and correspondence
Process client instructions across pensions, investments, ISAs, and protection products
Support advisers with fact finds, suitability reports, and client meetings
Ensure all documentation complies with regulatory and internal standards
Liaise with clients, providers, and internal stakeholders to support smooth operations
Assist with general office administration and team workflow management
Requirements:
Previous experience in financial services administration, ideally within an IFA or advisory environment
Knowledge of pensions, investments, and protection is an advantage
Excellent attention to detail and organisational skills
Strong communication skills, both written and verbal
Ability to prioritise tasks and work under deadlines
IT proficient, including Microsoft Office and CRM systems
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