IFA Administrator

We’re working with a well-established Independent Financial Advice firm looking to hire a detail-oriented and proactive IFA Administrator to join their growing team. This is a fantastic opportunity to support experienced advisers and paraplanners, playing a key role in delivering high-quality financial planning services to clients.

Key Responsibilities:

• Provide administrative support to Financial Advisers and Paraplanners

• Process new business and manage client documentation

• Liaise with providers and clients to obtain information and updates

• Maintain accurate client records using internal systems (e.g. Intelligent Office)

• Support with preparing annual reviews and client packs

• Ensure all compliance requirements are met