IFA Administrator (1-2 Years' Experience)

Location: [Location]
Salary: £25,000-£32,000 DOE
Job Type: Full-time, Permanent

The Opportunity

We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment.

Key Responsibilities

Providing administrative support to Financial Advisers and Paraplanners.
Preparing client documentation and application forms.
Processing new business submissions and monitoring progress through to completion.
Liaising with clients, providers, and third parties to obtain information and updates.
Maintaining accurate client records and ensuring all documentation is compliant.
Scheduling client meetings and managing adviser diaries.
Producing valuations, review packs, and client corre...