Financial Planning Assistant

We’re working with a well-established financial planning firm who are looking to recruit an experienced IFA Administrator to join their team.

• Processing new business across pensions, investments and protection
• Preparing valuations, review packs and client documentation
• Managing Letters of Authority and liaising with providers
• Supporting advisers with pre- and post-meeting administration
• Handling client queries and ongoing servicing requests
• Maintaining accurate client records on back-office systems
• Processing fund switches, withdrawals and policy updates
• Supporting adviser meetings and annual review processes

We’re looking for someone with experience in an IFA or financial planning environment, strong attention to detail, and the ability to manage a busy workload.