IFA Administrator – Financial Services Support

About the role

We are looking for an organised, detail‑driven IFA Administrator to join a growing financial planning business in Witney. The role provides end‑to‑end support across the client lifecycle, ensuring a seamless experience for both clients and financial planners.

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
• Manage complex cases and support junior team members (senior level)
• Contribute to departmental projects and process improvements
• Assist the Client Services Manager with workloads and procedural matters
• Support complaint identification and investigation
• Take responsibility for local health & safety and facilities requirements
• Deputise for the Client Services Manager when required

Required profile

• 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 (desirable)
• Understanding of FCA regulations (desirable)

Required skills

• iO
• Excel