IFA Admin

Heat Recruitment; Maidenhead; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable firm in Maidenhead is looking for an experienced IFA Administrator to provide crucial support to advisers. This role involves client documentation processing, maintaining records, and ensuring excellent customer service. Applicants with a strong financial services background or those keen to enter the industry are encouraged to apply.

Qualifications

• Minimum 3 years in Financial Services administration.
• Experience with CRM systems, especially Intelliflo is desired.
• Proactive attitude towards career in Financial Planning.

Responsibilities

• Provide administrative support to two Independent Financial Advisors.
• Assist in preparing and processing client documentation.
• Maintain accurate client records and liaise with clients.

Skills

Financial Services administration

Customer Service

Proactivity

Education

Post-graduate degree

Tools

CRM (Intelliflo)

Job description

Recruiter Managing This Role

Job Title:IFA Administrator

Job opportunities

We are currently seeking an experienced IFA Administrator to join a well-respected firm in Maidenhead.. The successful candidates will play a crucial role in supporting two principal advisers andcontribute to the overall success of the organisation.

IFA Administrator key responsibilities:

• Provide administrative support to two Independent Financial Advisors in day-to-day operations.
• Utilise back office systems and workflows (Intelliflo)
• Assist in the preparation and processing of client documentation and financial transactions.
• Processing of new business
• Maintain accurate and up-to-date client records using our internal systems.
• Liaise with clients, both in person and over the phone, providing excellent customer service.

IFA Administrator role requirements:

• Exposure to Financial Services administration (min 3 years) is essential
• Also can consider post-graduates or people with a keenness to get into the industry
• Knowledge of using a CRM (Intelliflo)
• Proactivity and drive to forge a successful career within Financial Planning
  

Whats next?

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

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Created on 17/06/2025 by TN United Kingdom