IFA Administrator

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team.

This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice.

Key Responsibilities

Maintain and update client records accurately on back-office systems

Handle incoming and outgoing information requests efficiently

Prepare and submit applications across life, investment, and pension products

Record new business and monitor applications through to completion

Manage annual review schedules, ensuring all client reviews are completed on time

Support with periodic investment portfolio rebalancing

Liaise professionally with clients, providers, and internal colleagues

Requirements

Minimum 1 year's experience in a financial services / IFA administration role

Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable)

Excellent communication and organisational skills

Working towards or already holding financial services qualifications (desirable)

Minimum GCSEs (or equivalent) in Maths and English

High attention to detail and ability to manage multiple tasks

Benefits

25 days holiday plus bank holidays

Company pension scheme

Death in service life insurance

Optional private healthcare scheme

Flexible working hours within a core working system

Opportunity to develop within a supportive and experienced team

Brook Street NMR is acting as an Employment Agency in relation to this vacancy