IFA Administrator

We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team.This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process.The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team.The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service.Key ResponsibilitiesProviding comprehensive support to Financial Planners and clientsPreparing documentation for client meetings and reviewsProcessing new business, including applications and provider liaisonManaging client reviews, including preparation of review packsHandling fund switches, rebalances, and ongoing servicing tasksMaintaining accurate client records and ensuring compliance standards are metActing as a professional first point of contact for clientsAbout YouPrevious experience within an IFA / financial planning / wealth ..... full job details .....