IFA Administrator

Search Consultancy LTD; Barnsley; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Health benefits

Life assurance

Wellbeing initiatives

Regular social events

Learning and development opportunities

25 days annual leave

Job summary

Search Consultancy LTD is seeking an experienced IFA Administrator or Senior IFA Administrator to join our client services team and support advisers in delivering excellent service to clients.

The role is flexible with hybrid working and offers a clear progression path toward paraplanning or adviser roles through ongoing study and qualifications.

Qualifications

• At least 1 year's experience in an IFA Administration role.
• Strong understanding of financial services administration and regulatory requirements.
• Excellent organisational and communication skills.
• High attention to detail and a commitment to delivering excellent client service.
• Ability to manage multiple priorities and work effectively within a team.

Responsibilities

• Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.
• Prepare and process new business applications across pensions, investments, protection, and tax-efficient products.
• Liaise with providers and third parties to obtain valuations, policy information, and resolve queries.
• Communicate with clients when required, ensuring a high level of customer service.
• Ensure all documentation is completed accurately and maintained in line with regulatory requirements.
• Maintain and update client records using back-office systems.
• Produce and quality-check client correspondence, reports, and review packs.
• Assist with compliance activities, including file reviews and audit preparation.
• Provide guidance and support to other administrative team members where required.
• Work closely with paraplanners and financial advisers to ensure an efficient client journey.
• Contribute to improving internal processes and maintaining procedural documentation.

Skills

Organisational skills

Communication skills

Attention to detail

Team player

Job description

IFA Administrator / Senior IFA Administrator

Are you looking for a role with genuine flexibility and the opportunity to develop your career within a growing financial planning business?

We are seeking an experienced IFA Administrator or Senior IFA Administrator to join our team. This is an excellent opportunity to become a key part of the client services function, supporting advisers and helping to deliver high standards of service to clients.

Key Responsibilities

• Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.
• Prepare and process new business applications across pensions, investments, protection, and tax-efficient products.
• Liaise with providers and third parties to obtain valuations, policy information, and resolve queries.
• Communicate with clients when required, ensuring a high level of customer service.
• Ensure all documentation is completed accurately and maintained in line with regulatory requirements.
• Maintain and update client records using back-office systems.
• Produce and quality-check client correspondence, reports, and review packs.
• Assist with compliance activities, including file reviews and audit preparation.
• Provide guidance and support to other administrative team members where required.
• Work closely with paraplanners and financial advisers to ensure an efficient client journey.
• Contribute to improving internal processes and maintaining procedural documentation.

About You

• At least 1 year's experience in an IFA Administration role.
• Strong understanding of financial services administration and regulatory requirements.
• Excellent organisational and communication skills.
• High attention to detail and a commitment to delivering excellent client service.
• Ability to manage multiple priorities and work effectively within a team.

What We Offer

• Supportive and collaborative working environment.
• Flexible and hybrid working arrangements.
• Full-time position (37.5 hours per week), with consideration given to part-time applications.
• 25 days annual leave, with the option to buy or sell additional leave.
• Health-related employee benefits.
• Life assurance benefits.
• Wellbeing initiatives.
• Regular team and company social events.
• Ongoing learning and development opportunities.

Career Development

This role offers excellent opportunities for progression. Whether you wish to build a long-term career within client services or develop towards paraplanning or financial adviser roles through further study and qualifications, support will be provided to help you achieve your goals.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age