IFA Admin

�� IFA Administrator – Stone Are you detail-driven, organised, and passionate about supporting clients and advisers in the financial planning sector? We’re looking for an IFA Administrator to join a professional, supportive team in Stone.
You’ll play a vital role in ensuring the smooth running of client services, supporting advisers, and maintaining the highest standards of compliance and efficiency.
�� The Role As an IFA Administrator, you’ll provide comprehensive administrative support to financial planners and clients, including:

• Creating and maintaining accurate client records across platforms, back-office systems, and cashflow/risk profiling tools.
• Preparing client documentation and correspondence before and after meetings.
• Checking and processing new business applications accurately and in line with compliance standards.
• Recording and reconciling fees.
• Liaising with product providers, chasing progress, and ensuring timely updates for clients.
• Sending Letters of Authority and gathering key information.
• Obtaining illustrations, application forms, and portfolio valuations.
• Managing fund switches, rebalances, top ups and withdrawals.
• Providing a friendly, professional point of contact for client enquiries.
• Diary management – ensuring all meeting action points are logged and completed.

�� Reviews & Client Support

• Preparing client review packs as part of the annual review process.
• Supporting financial planners during review meetings, if needed.
• Assisting with follow-up actions and implementation.

��? General Administration

• Answering, screening, and forwarding calls.
• Maintaining accurate records on back-office systems.
• Opening, scanning, logging, and allocating post.
• Handling correspondence and other tasks as directed by management.

? What We’re Looking For

• Previous experience in a financial services administration role (ideally IFA/wealth management).
• Strong organisational and communication skills.
• High attention to detail and accuracy.
• A proactive, professional approach with the ability to prioritise effectively.
• Good IT skills, including MS Office and back-office systems.

�� What’s on Offer

• Salary up to £28,000 (depending on experience).
• Holidays: 25 days + bank holidays.
• Death in service: 3x salary (from day one).
• Pension: 5% employer / 3% employee contribution via NEST.
• Private Medical Insurance after 1 year of employment.
• Support towards exam attainment.
• Discretionary Christmas bonus.
• Annual bonus scheme.
• Quarterly team socials.
• Modern offices in a convenient Stone location.
• Clear opportunities for career development in financial services.

�� Location & Hours

• Stone office-based role.
• Monday to Friday, standard working hours.

�� Take the Next Step If you’re ready to develop your career in financial services and thrive in a supportive, professional environment, we’d love to hear from you.
�� Apply today by sending your CV to benl@integro.partners

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