IFA Administrator

IFA Administrator

Office based

Full time and Part Time considered

This is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.

This is a great first step to develop your career in Financial Services.

Key Responsibilities:

General Office Duties

• Manage incoming and outgoing correspondence (emails, post, calls)
• Maintain office filing systems and ensure records are up to date
• Support team members with administrative tasks as required

Ordering Supplies

• Monitor stock levels of office supplies and place orders as needed
• Liaise with suppliers to ensure timely delivery and cost-effective purchasing
• Maintain inventory records and manage supply budgets

Commission Statements & Payments

• Prepare and process commission statements for advisers
• Track payments and ensure accurate records are maintained

Client Contact Packs

• Assemble and prepare client contact packs for meetings and reviews
• Ensure all documentation is accurate, compliant, and professionally presented

Team Support & Coordination

• Assist with meeting arrangements, diary management, and internal communications
• Contribute to process improvements and administrative efficiency

Skills & Qualifications:

• Strong organisational and multitasking abilities
• Excellent attention to detail and accuracy
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Good communication and interpersonal skills
• Experience in financial services

Benefits:

• Salary - Up to £26k
• Study support
• Progression is strongly supported
• Holiday - 24 days + bank holidays. Closed over Christmas.
• Quarterly discretionary bonus

To apply for this IFA Administrator position, please submit your CV below.