Job Description
Experienced IFA Administrator
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.
Key Responsibilities:
- Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
- Prepare client packs, valuations, meeting documentation, and review paperwork.
- Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
- Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
- Maintain accurate client rec...