IFA Administrator

Ortus PSR Ltd.; Bradford-on-Avon; On-site; GBP 28,000 - 32,000; Full time

Job summary

Ortus PSR Ltd in Bradford-on-Avon is seeking an IFA administrator to support advisers and paraplanners with day-to-day administrative duties. You will process new business across pensions, investments and protection, prepare client valuations and meeting packs, keep client records up to date, and help ensure FCA compliance.

A strong background in IFA administration and good IT skills will help you thrive in our client-focused, supportive firm.

Qualifications

• Previous administration experience gained within an IFA, financial planning or wealth management firm
• A solid working understanding of pensions, investments and protection products
• Excellent attention to detail - this is a role where accuracy really matters
• A confident, professional communicator, equally comfortable with clients and advisers
• Comfortable with back-office and platform systems, and generally IT-literate

Responsibilities

• Provide the day-to-day administrative backbone for the firm’s advisers and paraplanners, ensuring client work moves accurately and on time
• Process new business across pensions, investments and protection from submission to completion
• Prepare client valuations, portfolio reports and meeting packs ahead of adviser reviews
• Liaise with providers and platforms to chase, progress and resolve cases
• Maintain accurate, up-to-date client records on the firm’s back-office system
• Handle client queries by phone and email with professionalism and care
• Support FCA and internal compliance requirements
• Provide general office and team administration as required

Skills

Administration experience

Pensions knowledge

Investments knowledge

Attention to detail

Communication skills

IT literacy

Tools

Back-office systems

Platform systems

CRM/records systems

Job description

IFA Administrator | Chartered Financial Planning Firm | Bradford-on-Avon | Salary £28,000 - £32,000

Our client is a well-established, chartered financial planning and wealth management practice based near Bradford-on-Avon. Known for the quality of the advice it delivers and the calibre of the team behind it, the firm has built a reputation for genuinely client-first planning - and a supportive, professional environment for the people who make that happen behind the scenes.

They're now looking for an experienced IFA administrator to join their team. This is a firm that invests in its support staff as much as its advisers, so it's a strong move for someone who wants their administration career to develop.

The role

• You’ll provide the day-to-day administrative backbone for the firm’s advisers and paraplanners, keeping client business moving accurately and on time. Day to day, this looks like:
• Processing new business across pensions, investments and protection, from submission through to completion
• Preparing client valuations, portfolio reports and meeting packs ahead of adviser reviews
• Liaising directly with providers and platforms to chase, progress and resolve cases
• Maintaining accurate, up-to-date client records on the firm’s back-office system
• Handling incoming client queries by phone and email with professionalism and care
• Helping the team stay on the right side of FCA and internal compliance requirements
• General office and team administration as required

What we’re looking for

• Previous administration experience gained within an IFA, financial planning or wealth management firm
• A solid working understanding of pensions, investments and protection products
• Excellent attention to detail - this is a role where accuracy really matters
• A confident, professional communicator, equally comfortable with clients and advisers
• Comfortable with back-office and platform systems, and generally IT-literate