IFA Administrator
IFA Administrator
Location: Witney
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the Role
As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.
This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities
- Onboard, update and maintain accurate, compliant client records across internal systems
- Prepare documentation and information for client meetings
- Monitor new and existing client transactions, ensuring timely and accurate completion
- Process new business efficiently and effectively
- Translate financial documentation for clients where required
- Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
- Handle queries and calls in line with company standards, escalating where appropriate
- Prioritise workloads to meet deadlines and agreed service levels
- Resolve income reconciliation, finance, or tax-related queries
- Ensure all work adheres to company policies, procedures, and compliance standards
- Embed a client-first culture throughout every interaction
- Managing more complex cases and supporting the development of junior team members
- Contributing to departmental projects and process improvements
- Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
- Supporting with complaint identification and investigation
- Taking responsibility for local health & safety and facilities requirements
- Deputising for the Client Services Manager when required
You will work closely with:
- Client Services team
- Financial Planning team
- Paraplanners
- Central Services functions
Essential:
- Strong attention to detail and high level of accuracy
- Excellent knowledge of iO and Excel
- Ability to work under pressure and meet deadlines
- Confident communicator, both written and verbal
- Strong team player
- Broad knowledge of the financial services sector
- Understanding of FCA regulations
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