IFA Administrator

I''m currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management. You''ll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment. The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The RoleAs an IFA Administrator, you''ll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service. You''ll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) ..... full job details .....