https://jobs.co.uk/job/ifa-administrator-hybrid-working-reed--6ae0e57f-58de-4b72-8f3c-4e09909348e4 RSS feed for Ifa Administrator - hybrid working at Reed. en-gb Fri, 26 Jun 2026 18:29:30 GMT https://jobs.co.uk/job/ifa-administrator-hybrid-working-reed--6ae0e57f-58de-4b72-8f3c-4e09909348e4 https://jobs.co.uk/job/ifa-administrator-hybrid-working-reed--6ae0e57f-58de-4b72-8f3c-4e09909348e4 Fri, 26 Jun 2026 11:52:05 GMT Location: Exeter | Salary: 28000.00-28000.00 Annual | Type: Permanent | IFA AdministratorLocation: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office)Hours: Full TimeDepartment: Administration and Adviser SupportAn exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients.The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently.This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO).Key ResponsibilitiesClient Review PreparationIdentify clients due for review using IO tasks.Contact clients to arrange review appointments.Prepare and manage client files and ensure all documentation is up to date.Source pro-forma information, gather missing data and upload to IO.Administrative and Client SupportSupport a team of financial advisers with da... Permanent