IFA Administrator

Overview:
We are seeking an organised and proactive IFA Administrator to support Financial Advisers in delivering high-quality financial planning services. The role involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and processes are compliant and accurate.

Key Responsibilities:

• Processing new business applications across pensions, investments, and protection

• Preparing documentation for client meetings, including valuations and review packs

• Submitting applications and monitoring cases through to completion

• Liaising with providers, platforms, and third parties to obtain information and updates

• Managing Letters of Authority and chasing outstanding information

• Updating and maintaining accurate records on the back-office/CRM system

• Supporting advisers with annual reviews and ongoing servicing

• Handling client queries via phone and email in a professional manner

• Ensuring all work is compliant with FCA regulations and internal procedures

Skills & Experience:

• Previous experience within an IFA or financial planning environment

• Knowledge of pensions, investments, ISAs, and protection products

• Familiarity with CRM/back-office systems (e.g., Intelliflo, XPLAN, IO, etc.)

• Strong organisational skills and attention to detail

• Ability to manage multiple cases and meet deadlines

• Excellent communication and client service skills