IFA Administrator

IFA Administrator Exeter Hybrid Working Salary up to £32,000 A well-established financial planning firm is looking to recruit an IFA Administrator to join its Exeter office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients. This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered. The position offers a salary of up to £32,000, depending on experience, alongside hybrid working with three days per week in the Exeter office. The Role You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration. Your responsibilities will include: Collating client information and preparing documentation ahead of adviser meetings Preparing annual review packs, basic client reports and supporting documentation Processing new business and top-up applications through provider platforms Checking that all required compliance documentation has been completed Processing Letters of Authority and requesting information from providers Handling pension and investment administration Processing fund switches, fund purchases and sales Arranging ad hoc income withdrawals and ..... full job details .....