Ashbourne
IFA Administrator- Ashbourne- Hybrid (after probation period)
My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilled IFA Administrator with at least 2–3 years’ experience in financial services to join their dynamic and professional team.
The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm’s financial services operations.
Key Responsibilities
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Provide administrative support to IFAs across all aspects of client servicing
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Process new business applications including pensions, investments, and protection products
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Maintain accurate and up-to-date client records in line with regulatory requirements
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Liaise with clients, providers, and internal teams to ensure timely completion of tasks
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Prepare client documentation including suitability reports, valuations, and meeting packs
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Support advisers with diary management, meeting preparation, and follow-ups
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Contribute to ongoing process improvements and uphold compliance standards
Candidate Profile
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A minimum of 2–3 years’ experience in an IFA or financial services administrative role
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Strong knowledge of financial products, provider procedures, and industry regulations
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Excellent attention to detail and organisational skills
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Effective communicator with strong interpersonal abilities
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Capable of working independently while contributing to a wider team
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Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous
Benefits and Culture
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A positive and inclusive work environment that values teamwork and initiative
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Career development opportunities within a respected and growing firm
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A chance to contribute to a client-centric business with a strong ethical foundation