Financial Administrator

Our client is looking for a motivated IFA Administrator to support their Financial Advisers in providing tailored advice and reports to clients. This role involves assisting with client onboarding, administration, and office processes, ensuring smooth day-to-day operations and compliance with company procedures.

• Client Acquisition & Management:
  Manage client onboarding and process client forms in the CRM
• Perform client  AML verification checks
• Submit and chase applications with providers
• Organise and attend client meetings where required

• Maintain client review schedules and prepare performance data
• Update portfolios and cashflow scenarios
• Support clients with queries and Investor Portal (Money Locker)

• Prepare meeting minutes, suitability reports, and follow-up emails
• Support Financial Advisers with documentation and action points

• Diary management for client meetings and adviser schedules
• Assist in developing office procedures and support the senior management team
• Maintain office supplies and ensure compliance with health, safety, and fire regulations

• Understanding of financial planning and investment products (administrative experience)
• Proficient in Microsoft Office and Outlook
• Strong analytical skills, attention to detail, and time management
• Excellent written, verbal, and interpersonal communication skills

• Positive, professional, and proactive approach
• Flexible team player willing to take on varied tasks
• Able to communicate transparently and handle interpersonal dynamics
• Comfortable interacting with clients and colleagues at all levels

• Opportunity to develop within a supportive financial planning environment
• Gain experience across client onboarding, administration, and advisory support
• Exposure to professional development and career progression opportunities

Contract:

Permanent |

Hours:

35 per week | Holidays: 25 days | Hybrid: 4 days in office, 1 day WFH

If you’d like to apply or find out more, please send your CV to: