Ifa Administrator

IFA Administrator

Location:

Torquay Job Type: Full-Time, Permanent Salary: £28,000 - £35,000 per annum, depending on experience About Us We are a successful and growing Independent Financial Advice (IFA) firm based in Torquay, dedicated to delivering high-quality financial planning and exceptional client service. We pride ourselves on our supportive, collaborative culture and are seeking an experienced IFA Administrator to become an integral part of our team.

This is an excellent opportunity for someone who wants to play an active role in the continued success of a growing business. We are committed to investing in our people and can offer ongoing development, including full support for professional qualifications and industry exams for those looking to progress their career within financial services.

The Role Working closely with our Financial Advisers, you will provide comprehensive administrative support and help ensure a seamless experience for our clients. This is primarily an office-based role, although some flexibility may be available for the right candidate.

Key Responsibilities Providing administrative support to Financial Advisers. Preparing client documentation and review packs. Processing new business applications and seeing them through to completion. Liaising with clients, providers, and third parties. Maintaining accurate and up-to-date client records. Obtaining valuations, illustrations, and policy information. Managing client correspondence and handling enquiries. Assisting with compliance and regulatory requirements. Supporting advisers with ongoing servicing and annual review processes.

General administration duties to support the smooth running of the business. About You We are looking for an organised, proactive individual who enjoys working as part of a team and takes pride in delivering excellent client service. Essential Skills & Experience Previous experience in an IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, or similar role. Strong organisational skills and attention to detail.

Excellent written and verbal communication skills. Ability to prioritise workload and manage multiple tasks effectively. Strong IT skills, including Microsoft Office. A professional, positive, and client-focused approach.

Desirable Experience using industry back-office systems and provider platforms. Knowledge of pensions, investments, protection, and financial planning processes. Progress towards, or an interest in pursuing, relevant financial services qualifications.

What We Offer Salary of £28,000 - £35,000 , dependent on experience. A friendly, supportive, and professional working environment. The opportunity to play an active role within a successful and growing team. Ongoing training and development. Full support for professional qualifications and industry exams. Genuine career progression opportunities within the business. Office-based role with the potential for some flexibility. If you are an experienced IFA Administrator looking to join a successful and supportive firm where your contribution is valued and your career development is actively encouraged, we would love to hear from you.