IFA Administrator

IFA Administrator (1-2 Years'' Experience)Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, PermanentThe OpportunityWe are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment.Key ResponsibilitiesProviding administrative support to Financial Advisers and Paraplanners.Preparing client documentation and application forms.Processing new business submissions and monitoring progress through to completion.Liaising with clients, providers, and third parties to obtain information and updates.Maintaining accurate client records and ensuring all documentation is compliant.Scheduling client meetings and managing adviser diaries.Producing valuations, review packs, and client correspondence.Assisting with ongoing servicing and annual review processes.Requirements1-2 years'' experience in an IFA, wealth management, or financial planning administration role.Good understanding of pensions, investments, and protection products.Strong organisational skills and attention to detail.Excellent communication skills, both written and verbal.Proficient in Microsoft Office and CRM/back-office systems.Ability to prioritise workload and work effectively within a team.DesirableProgress towards or an interest in studying for the CII Diploma in Financial ..... full job details .....