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 .....