Your new company
You will be joining a reputable and growing firm known for delivering high-quality, client-focused financial planning services. With a supportive team culture and a strong commitment to professional development, this firm offers an excellent environment for someone looking to build a long-term career in financial services.

Your new role
As an IFA Administrator, you will play a key role in supporting advisers and ensuring clients receive a smooth and efficient service. Your responsibilities will include:
*Coordinating a wide range of client account updates and instructions, ensuring all tasks are completed accurately and within expected timeframes.
*Using provider systems to track progress and manage workflow effectively.
*Managing your own workload through a structured task-management system, ensuring all deadlines are met.
*Handling queries from clients and advisers by investigating issues and providing clear, timely updates.
*Managing documentation and correspondence related to new business activity.
*Communicating regularly with clients and providers by phone and email.
*Keeping all client information and records up to date and compliant.
*Supporting reception duties when required, including handling calls, greeting visitors and managing daily post.
*Working in line with internal procedures and provider requirements to maintain consistency and compliance

What you’ll need to succeed
*At least one year of experience working within an IFA practice or provider.
*A working understanding of pensions, investments, or related financial products.
*Strong written and verbal communication skills, with confidence on the phone.
*Excellent attention to detail and a high level of accuracy.
*Strong organisational skills and the ability to manage multiple tasks.
*A proactive approach with the ability to take initiative.
*Experience using IO software is desirable but not essential.
What you’ll get in return
You will receive a competitive salary based on experience, along with a comprehensive benefits package that includes hybrid and flexible working, pension, 25 days holiday plus bank holidays.
This role offers an excellent opportunity to develop your experience within a supportive and forward-thinking business.

What you need to do now


If you’re interested in this role, click ’apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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