IFA Administrator

Salary: £30,000 Due to continued business growth, an opportunity has arisen for an experienced IFA Administrator to join a growing Financial Planning team. This is a varied and rewarding position supporting Paraplanners and Financial Advisers in delivering high-quality, compliant advice to clients. Key Responsibilities Work closely with Financial Planners and the support team to deliver excellent client service. Act as a key point of contact for clients, communicating clearly, professionally, and proactively. Maintain accurate back-office systems and client records. Process business in line with internal procedures, including AML documentation. Prepare documentation, valuations, and reports for client meetings. Process applications, transfers, new business submissions, and service existing policies (including fund switches, withdrawals, and amendments). Liaise with product providers and third parties to manage client requests efficiently. Candidate Requirements Experience directly supporting Financial Advisers. Experience using financial platforms and industry tools to produce illustrations and documentation. Proficient in Microsoft Word, Excel, and Outlook. Strong working knowledge of Intelligent Office or similar back-office systems. Excellent attention to detail with strong written and verbal communication skills. ..... full job details .....