IFA Administrator

You''ll support high-net-worth clients in a well-established IFA practice, earning £35,000 to £42,000 depending on experience. This IFA Administrator role offers genuine progression, qualification support, and a family-feel office where people stay because they enjoy coming to work. Your purpose You''ll be the backbone of the adviser team, producing client correspondence, reviewing fact-find packs and ensuring every detail is right before anything leaves the office. The advisers rely on you to know the products ISAs, pensions, bonds without needing to check back, so they can focus on client meetings while you manage the documentation pipeline. Your day to day - Preparing client letters, reports and review packs to a high standard with minimal supervision - Checking documentation for accuracy and completeness before issue - Maintaining client records and ensuring all compliance paperwork is up to date - Responding to client queries by phone and email as the first point of contact - Supporting advisers with meeting preparation and follow-up administration - Processing new business and managing the flow of cases through to completion IFA Administrator Requirements - Essential: 10 to 15 years'' experience in IFA administration, with solid product knowledge across ISAs, pensions and investment wrappers - Essential: GCSE-level or equivalent English and maths you''ll be tested on accuracy during the interview process - Essential: Exceptional attention to detail and the ..... full job details .....