IFA Administrator

IFA Administrator

• Up to £33k
• Office-based
• Brewood
• Fulltime and Part Time considered

Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Brewood. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans.

Day-to-day of the role:

• Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery.
• Process new business applications and communicate effectively with clients and providers.
• Ensure all documentation is compliant with industry standards.
• Assist with research and the preparation of basic reports.
• Update and maintain accurate back-office information.

Required Skills & Qualifications:

• Preferably prior experience as an IFA Administrator.
• Usage of IO would be beneficial
• Strong understanding of financial services and compliance requirements.
• Excellent communication and interpersonal skills.
• Proficiency in using financial planning software and tools.
• Ability to work effectively in a team and independently.

Benefits:

• Competitive salary range of up to £33,000, dependent on experience.
• Flexible work scheme
• 25 days annual leave, with bank holidays on top. Can buy/sell 3 days per year.
• Closed over Christmas
• DIS x4
• Income Protection to State Pension Age
• Employee assistance program.
• On-site parking

To apply for this IFA Administrator position, please apply below, or contact me directly at .

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator