IFA Administrator

IFA Administrator

Location: Aylesbury

Contract Type: Full-time

Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.

About the Role

As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience.

This is an excellent opportunity for someone looking to build or develop a career within financial services administration.

Key Responsibilities

• Onboard, update and maintain accurate, compliant client records across internal systems

• Prepare documentation and information for client meetings

• Monitor new and existing client transactions, ensuring timely and accurate completion

• Process new business efficiently and effectively

• Translate financial documentation for clients where required

• Produce high-quality letters, emails, and financial paperwork with excellent attention to detail

• Handle queries and calls in line with company standards, escalating where appropriate

• Prioritise workloads to meet deadlines and agreed service levels

• Resolve income reconciliation, finance, or tax-related queries

• Ensure all work adheres to company policies, procedures, and compliance standards

• Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include:

• Managing more complex cases and supporting the development of junior team members

• Contributing to departmental projects and process improvements

• Assisting the Client Services Manager in overseeing workloads and resolving procedural matters

• Supporting with complaint identification and investigation

• Taking responsibility for local health & safety and facilities requirements

• Deputising for the Client Services Manager when required Key Relationships

You will work closely with:

• Client Services team

• Financial Planning team

• Paraplanners

• Central Services functions Skills & Experience

Essential:

• Strong attention to detail and high level of accuracy

• Excellent knowledge of iO and Excel

• Ability to work under pressure and meet deadlines

• Confident communicator, both written and verbal

• Strong team player Desirable:

• Broad knowledge of the financial services sector

• Understanding of FCA regulations