IFA Administrator – Wealth Management Support

About the role

We are seeking an IFA Administrator to provide dedicated administrative support to financial advisers within a well‑established wealth management firm. The role involves acting as a primary point of contact for clients and product providers, ensuring that client instructions are processed accurately and efficiently.

Key responsibilities

• Provide day‑to‑day administrative assistance to financial advisers, including diary management and arranging client meetings.
• Prepare client meeting packs and support mail‑merge exercises.
• Process Letters of Authority, change‑of‑agency requests, new business, fund switches, surrenders and other client servicing requests.
• Liaise with product providers to monitor application progress and keep advisers and clients informed.
• Handle client queries in the adviser’s absence and process routine client instructions such as address changes.
• Maintain accurate client records, compliance documentation and workflow files in line with FCA regulations.
• Support colleagues across the administration team as required.

Required profile

• Previous experience in financial services administration or a similar client‑facing role.
• Strong organisational skills with the ability to manage multiple priorities in a fast‑paced environment.
• Excellent communication skills and a client‑focused attitude.
• Attention to detail and a commitment to compliance standards.

Required skills

• Mail merge

What we offer

• Competitive salary range £28,000‑£35,000.
• Comprehensive benefits package.
• Supportive, collaborative working environment.
• Ongoing training, professional development and clear career progression.
• Modern systems and technology to aid daily work.