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Permanent

IFA Administrator

Burton Recruitment
Preston
money-bag £24000 Annual
Posted: 17 August 2026 (2 days ago)
Closing date: 16 September 2026
Ref: 3157868686

IFA AdministratorDue to continued success, our client is seeking an ambitious, proactive, and dedicated IFA Administrator to join their well established and growing team on a permanent basis.The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing and researching potential solutions and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their clientKey responsibilities will include:To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuationsProcess all new business documentation in accordance with the agreed service and quality standards.To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of ..... full job details .....

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