IFA Administrator

Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.

As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment.

What makes this IFA Administrator position special?

- Join a boutique practice where all advisers are chartered

- Work within a team-based environment with excellent dynamics

- Receive training and support – talented, keen individuals will be developed

- Flexibility around occasional work-from-home arrangements when needed

- Be part of a forward-thinking firm with no legacy provider bias

IFA Administrator Requirements

-Essential: Client-facing administrative experience

-Desirable: Financial Services background

- Desirable: Familiarity with IO (back office), Dynamic Planner