IFA Administrator – Support a Leading Wealth Management Firm
Are you an experienced IFA Administrator looking to join a dynamic and highly respected wealth management firm? If you thrive in a professional, client-focused environment and want to be part of a team that values expertise and career development, this could be the perfect opportunity for you!
Salary: up to £40,000
Job Type: Full-time, Hybrid/Office-based
Why Join Us?
Reputable & Growing Firm – Work with a well-established wealth management business known for delivering high-quality financial planning.
Career Development – Support with qualifications, clear progression routes, and ongoing training.
Hybrid Working – Flexibility to balance work and home life.
Supportive Culture – Collaborative team environment where your contributions are valued.
Competitive Package – Attractive salary, pension, holiday allowance, and other perks.
The Role
As an IFA Administrator, you will play a crucial role in supporting Financial Advisers and Paraplanners, ensuring a seamless client experience. Your responsibilities will include:
Preparing and processing new business applications and servicing existing clients.
Liaising with providers to obtain policy information and managing client records.
Preparing client reports, valuations, and meeting packs.
Ensuring compliance with FCA regulations and internal procedures.
Providing exceptional client service and handling queries efficiently.
What We’re Looking For
Previous experience in an IFA Administration or Wealth Management role.
Strong knowledge of financial products, including pensions and investments.
Excellent attention to detail and organisational skills.
Proficiency in CRM systems and Microsoft Office.
A proactive, team-oriented approach with a passion for delivering outstanding service.
Ready to take the next step in your career? Apply now and become part of a firm that truly values its employees!