IFA Administrator

Job Title: IFA Administrator

Location: Office-based with hybrid working available
Salary: Competitive and dependent on experience
Contract: Full-time, permanent

Purpose of the Role:
Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The role suits someone organised, detail-oriented, and confident working both independently and within a team.

Key Responsibilities:

• Manage and update client and business records accurately.

• Prepare documentation, correspondence, and reports for advisers and managers.

• Liaise with clients, providers, and internal teams to handle queries efficiently.

• Support advisers with meeting preparation, follow-up actions, and case management.

• Track new business and ensure all compliance standards are met.

• Assist with onboarding, file checks, and day-to-day office tasks.

• Identify opportunities to improve processes and team efficiency.

Skills and Experience:

• Proven administration experience, ideally within financial services or a professional office.

• Excellent organisational and time management skills.

• Strong attention to detail and accuracy in all work.

• Clear written and verbal communication skills.

• Proficient in Microsoft Office and confident using internal systems.

• Able to manage multiple tasks and work to deadlines.

Desirable:

• Experience within financial planning, investment administration, or wealth management.

• Working toward professional qualifications (e.g., CII or equivalent).

What’s on Offer:

• Competitive salary based on experience.

• Hybrid and office-based working options.

• 25 days annual leave plus bank holidays.

• Pension scheme and ongoing professional development.

• Supportive and collaborative team environment.