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 and 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 ..... full job details .....