IFA Administrator

Role OverviewWe are seeking a proactive and detail-oriented Financial Planning Administrator to support Financial Advisers with the day-to-day administration of client portfolios. This role is ideal for someone with at least 2 years'' experience in the UK financial services industry who is looking to develop their career within financial planning.Key ResponsibilitiesProvide full administrative support to Financial AdvisersPrepare client review packs, valuations, and documentationManage adviser diaries, appointments, and meeting preparationAssist in the implementation of financial adviceProcess new business applications and track progressLiaise with providers and platformsMaintain accurate client records and CRM systemsEnsure compliance with FCA regulationsSupport client onboarding and servicingSkills and CompetenciesStrong verbal and written communication skillsGood numerical and analytical abilityHigh attention to detailStrong organisational skillsAbility to prioritise workload and meet deadlinesExperience and RequirementsEssential:Minimum 2 years'' UK Financial Services experienceCurrently supporting Financial Advisers in an administrative roleStrong understanding of financial planning processesExcellent communication skillsWithin commutable distance of HarrowDesirable:Experience with St. James''s Place (SJP)Knowledge of pensions, investments, and protectionDevelopment and Progression:Support provided for professional qualifications (e.g., CII Diploma). Career progression ..... full job details .....