IFA Administrator

About the role

Our client, a well‑established financial advisory firm, is looking for an ambitious and proactive IFA Administrator to join their growing team on a permanent basis. You will work closely with Financial Planners and the Client Service Team to support the preparation of client‑focused documentation and recommendations.

Key responsibilities

• Provide efficient administrative support to advisers, assisting with the procurement and processing of new business and servicing existing clients.
• Produce all relevant client paperwork on behalf of advisers, including quotations, illustrations and valuations.
• Process new‑business documentation in line with agreed service and quality standards.
• Handle queries from clients, advisers or colleagues promptly and effectively.
• Deliver excellent client service in accordance with FCA guidelines, internal policies and company standards.
• Develop and maintain good working relationships with advisers, colleagues and management to ensure an efficient service.

Required profile

• Exceptional administrative abilities with a high level of accuracy.
• Ability to perform well under pressure and meet tight deadlines.
• Proactive, ambitious and dedicated attitude.
• Strong communication skills and a customer‑focused mindset.

Required skills

What we offer

• Opportunity to join a reputable firm that values employee development.
• Clear career progression path within the financial services sector.
• Competitive salary and supportive work environment.