IFA Administrator

Experienced IFA Administrator

We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.

Key Responsibilities:

• Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
• Prepare client packs, valuations, meeting documentation, and review paperwork.
• Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
• Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
• Maintain accurate client records and update the CRM system in line with internal procedures.
• Support annual review processes and ongoing ...