IFA Administrator

A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in financial planning.

Salary up to £35,000

Benefits: PMI, up to 5% pension, Bonus scheme, ability to purchase holiday, enhanced maternity / paternity

• Act as a key point of contact for clients, managing correspondence via telephone, email, and letter
• Create, maintain, and update accurate client records including fact finds and investment details
• Ensure all client interactions are fully documented using workflows and task tracking systems to maintain a clear audit trail
• Support the preparation and validation of client review reports and standard client documentation
• Liaise with product providers regarding policy setup, transfers, new applications, and ongoing servicing
• Process letters of authority, follow up transactions, resolve issues, and keep clients informed throughout

• Previous experience in a Financial Services or IFA administration role (preferred)
• Experience supporting clients and advisers within a regulated environment
• Prior experience using Intelligent Office (IO) is highly desirable

This role offers exposure to the full financial planning process, excellent career development opportunities, and the chance to work within a supportive and professional environment. It is well suited to an experienced administrator or someoneatter looking to progress further within financial services.