IFA Administrator

IFA AdministratorSalary: £32,000Location: Office-BasedJob Type: Full-time, PermanentAbout the RoleAn excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.Key ResponsibilitiesPreparing client-facing documents including cover letters, review packs, and supporting documentationManaging diaries and arranging initial and annual client review meetingsProcessing Letters of Authority (LoAs) and requesting policy information from providersChasing providers for outstanding documentation and updatesPreparing and sending monthly valuation reports and client statementsEnsuring compliance documentation is accurate, complete, and correctly storedUpdating client records and fact-find information within internal systemsHandling incoming calls and responding to client and provider queries professionallyScanning, filing, and categorising documents within company systemsManaging and tracking workflow tasks through a ticketing systemSupporting the wider team with general administrative duties as requiredSkills and Experience RequiredPrevious experience within an IFA or financial ..... full job details .....