IFA Administrator

Role: IFA Administrator

Location:

Chippenham
Salary: £ Negotiable

The Opportunity
An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team.

This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.

Role Overview
The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations.
This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm.

Key Responsibilities
Client onboarding and processing new business applications
Servicing existing clients by helping with enquiries and questions
Liaising with providers to obtain policy information and updates.
Preparing documentation for client meetings, including valuations and reports.
Income processing such as reconciling fee statements and invoicing clients.
Supporting the team with compliance and regulatory requirements.

Candidate Skills
Essential:
Previous experience in a similar IFA, wealth management or financial services administration role.
Strong organisational and communication skills.
High level of accuracy and attention to detail.
Proficient in Microsoft Office and CRM systems.

Desirable:
Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).

Experience with Intelliflo would be advantageous
A proactive attitude and willingness to learn and grow within the role.

Some of the Benefits on offer include:
Strong holiday allowance
Private Medical Insurance
Life Assurance
Pension Scheme
CII Exams & Membership funding