Ifa Administrator

Overview

IFA Administrator / Financial Planning Administrator

Location:

Wokingham

Salary: £26,000 - £35,000

Hours:

Full time or Part-time (20-30 hrs)

An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Wokingham. You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.

• Respond promptly and professionally to client queries with clear, thorough communication.
• Record and maintain all written and electronic client communication accurately in Intelliflo (iO).
• Collect and verify client policy information and critical data in line with KYC requirements.
• Obtain policy details, quotes, illustrations, and product information.
• Manage new client onboarding from first contact through to fund investment.
• Process and submit new business efficiently to providers.
• Handle investment trades, fund switches, and occasionally peer review colleagues' fund switch instructions.
• Organise annual financial planning reviews on behalf of Financial Advisers.
• Prepare meeting documentation including product literature, illustrations, forms and agreements.
• Confidently send critical client data using Docu Sign and other approved digital methods.
• Create, schedule and manage follow-up tasks for meetings, client requests and new submissions on iO.
• Adhere to internal processes and FCA compliance (AML, GDPR), ensuring confidentiality at all times.
• Contribute to personal development and support the wider Admin and Paraplanning team.
• Peer review colleague work where required (applications, correspondence, technical fund switches).

• Minimum 1 year Financial Services industry experience (it must be in either Pensions, Investments or an IFA firm).
• Knowledge of investments, pensions and family wealth planning.
• Experience using iO preferred, but not essential.
• Exceptional accuracy and attention to detail.
• Strong IT ability, especially Microsoft Office (intermediate Excel).
• Understanding of Financial Adviser needs and FCA requirements.