IFA Administrator

IFA Administrator
Location: Poole
Salary: Up to £30,000 (dependent on experience) + Benefits
We are currently working with a well-established and respected Financial Planning firm who are looking to add an experienced IFA Administrator to their growing team.
Key Responsibilities:

• Providing administrative support to Financial Advisers and Paraplanners
• Processing new business applications and tracking to completion
• Preparing client review packs and maintaining client records
• Liaising with clients and providers to obtain relevant policy information
• Ensuring all compliance requirements are met and recorded accurately
• Updating the CRM system and managing client documentation

What We’re Looking For:

• Previous experience in a similar IFA/financial planning admin role
• Strong knowledge of pensions, investments, and protection products
• Excellent attention to detail and organisational skills
• Confident communicator with a professional approach
• Experience using platforms such as Intelligent Office (desirable)