https://jobs.co.uk/job/ifa-administrator-ec-appointments-ltd--4e3136b0-f668-4d2c-bc00-98a3b6072804 RSS feed for IFA Administrator at EC Appointments Ltd. en-gb Thu, 11 Jun 2026 15:22:56 GMT https://jobs.co.uk/job/ifa-administrator-ec-appointments-ltd--4e3136b0-f668-4d2c-bc00-98a3b6072804 https://jobs.co.uk/job/ifa-administrator-ec-appointments-ltd--4e3136b0-f668-4d2c-bc00-98a3b6072804 Thu, 11 Jun 2026 11:52:13 GMT Location: St. Albans | Salary: 30000.00-30000.00 Annual | Type: Permanent | Senior IFA Administrator St Albans, Herts.c£30,000 - £40,000Great opportunity to join to join an established and expanding Independent FCA regulated organisation who advise a broad and diverse client base.Role overview is: To provide administration support to the 2 Financial Planners and work closely with the Paraplanner. With specific responsibilities increasing to :Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.Assist with pension and investment analysis, including annual allowance calculations and technical product reviews.Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements.Liaise with product providers to obtain policy and scheme information and process client transaction... Permanent