Back to search
IFA Administrator- Ashbourne- Hybrid (after probation period)
My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilledIFA Administratorwith at least 23 years experience in financial services to join their dynamic and professional team.
The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm's financial services operations.
Key Responsibilities
Provide administrative support to IFAs across all aspects of client servicing
Process new business applications including pensions, investments, and protection products
Maintain accurate and up-to-date client records in line with regulatory requirements
Liaise with clients, providers, and internal teams to ensure timely completion of tasks
Prepare client documentation including suitability reports, valuations, and meeting packs
Support advisers with diary management, meeting preparation, and follow-ups
Contribute to ongoing process improvements and uphold compliance standards
Candidate Profile
A minimum of 23 years experience in an IFA or financial services administrative role
Strong knowledge of financial products, provider procedures, and industry regulations
Excellent attention to detail and organisational skills
Effective communicator with strong interpersonal abilities
Capable of working independently while contributing to a wider team
Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous
Benefits and Culture
A positive and inclusive work environment that values teamwork and initiative
Career development opportunities within a respected and growing firm
A chance to contribute to a client-centric business with a strong ethical foundation
