IFA Administrator

IFA Administrator

Location:

Aylesbury Contract Type:
Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.

This is an excellent opportunity for someone looking to build or develop a career within financial services administration.

Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include:
Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with:
Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential:
Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable:
Broad knowledge of the financial services sector Understanding of FCA regulations