IFA Administrator
IFA Administrator Salary: £32,000
Location: Office-Based
Job Type: Full-time, Permanent
About the Role An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.
The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.
Key Responsibilities • Preparing client-facing documents including cover letters, review packs, and supporting documentation
- Managing diaries and arranging initial and annual client review meetings
- Processing Letters of Authority (LoAs) and requesting policy information from providers
- Chasing providers for outstanding documentation and updates
- Preparing and sending monthly valuation reports and client statements
- Ensuring compliance documentation is accurate, complete, and correctly stored
- Updating client records and fact-find information within internal systems
- Handling incoming calls and responding to client and provider queries professionally
- Scanning, filing, and categorising documents within company systems
- Managing and tracking workflow tasks through a ticketing system
- Supporting the wider team with general administrative duties as required
- Strong attention to detail and excellent organisational skills
- Confident communication skills, both written and verbal
- Ability to manage workloads effectively and meet deadlines
- Experience using financial planning software and Microsoft Office
- Proactive and team-oriented approach
- Strong client service focus and professional manner
- Supportive and collaborative working environment
- Career progression opportunities within financial services
- Ongoing training and development
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