IFA Administrator

IFA Administrator

Bishop's Stortford

£35,000 to £40,000 dependent on experience, plus benefits and exam support.

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award winning wealth management business

This is an ideal opportunity for an ambitious and technically capable Financial Planning Administrator who enjoys working closely with Advisers, Paraplanners and clients, and who wants to develop their career within a professional, client-focused environment.

The successful candidate will join an established and supportive team where attention to detail, quality of service and a genuine commitment to clients are highly valued.

The IFA Administrator Role:

Working alongside experienced Financial Advisers and Paraplanners, the IFA Administrator will play a key role in ensuring the smooth and efficient delivery of the financial planning process.

IFA Administrator Responsibilities:

• Providing comprehensive administrative support to Financial Advisers and Paraplanners

• Preparing and processing client documentation, applications, and new business

• Managing client correspondence and maintaining accurate records

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

• Processing new business and monitoring applications through to completion

• Arranging client meetings and maintaining adviser diaries where required

• Preparing meeting packs, valuations, and supporting documentation

• Updating and maintaining client records and ensuring systems remain accurate and compliant

• Assisting with ongoing client servicing and review processes

• Following up outstanding requirements and ensuring cases progress within agreed timescales

• Supporting the wider financial planning team with day-to-day administrative requirements IFA Administrator - The Person

The successful candidate will have previous and current experience within an IFA, financial planning or wealth management environment and will have a strong understanding of the administration involved in supporting financial advisers.

The business is looking for someone who is:

• Experienced within an IFA or financial planning environment

• Highly organised with excellent attention to detail

• Confident communicating with clients, advisers, and external providers

• Comfortable managing multiple priorities and working to deadlines

• Professional, proactive, and able to work independently

• A strong team player who takes pride in delivering a high standard of work

• Confident using Microsoft Office and financial services CRM/adviser systems Experience of working with platforms, pensions, investments, and protection would be advantageous, although full product knowledge is not essential.

The IFA Administrator Opportunity

This is much more than a traditional administration position. The successful candidate will become an important part of a well-established financial planning team and will have the opportunity to broaden their technical knowledge, take on increasing responsibility, and build a long-term career within financial services.

The firm offers a professional and collaborative working environment, competitive remuneration and genuine opportunities for development.

Interested?

For an experienced IFA Administrator looking for their next career move, this represents an excellent opportunity to join a successful and forward-thinking financial planning business.

To find out more, please apply with an up-to-date CV.