IFA Administrator

Key Responsibilities

• Handle phone calls, enquiries, and requests efficiently
• Communicate with clients both verbally and in writing
• Process New Business applications
• Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
• Schedule client meetings and manage Advisers’ diaries
• Ensure all financial planning administration is accurate and compliant with company procedures
• Maintain client records on company systems, ensuring files are well‑organised, accurate, and compliant

• Previous experience within a Financial Planning firm is essential
• CII Level 3 Qualification in Financial Administration preferred (training can be provided)
• Experience with IO and financial platforms
• Understanding of Model Portfolios/DFMs is an advantage
• Strong ability to prioritise and manage workloads effectively
• Excellent communication, planning, and organisational skills
• Analytical mindset with strong problem‑solving abilities
• Flexible, adaptable, and confident in IT and office software
• Team player with a positive attitude
• Professional industry exams funded, with study support
• Access to an In‑House Training Academy
• Annual salary review
• Day off on your birthday
• Life Assurance & Pension
• Opportunities to progress to Paraplanner or Adviser roles