IFA Administrator

Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.

Key Responsibilities:

* Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.

* Prepare client packs, valuations, meeting documentation, and review paperwork.

* Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.

* Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.

* Maintain accurate client records and update the CRM system in line with internal procedures.

* Support annual review processes and ongoing servic...