IFA Administrator

Grove Talent Solutions; Chippenham; On-site; GBP 21,000 - 29,000; Full time

Job summary

Grove Talent Solutions is seeking an organised IFA Administrator to join its Chippenham-based team. You will support financial planners across cases, ensuring smooth client service and efficient back-office operations.

The role suits someone with strong attention to detail, excellent organisation, and experience in financial services administration. MS Office and CRM proficiency is expected, with progression towards industry qualifications advantageous.

Qualifications

• Previous experience in a similar IFA, wealth management or financial services administration role.
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.
• Progress towards financial services qualifications (R01, CF1 or FA1 or equivalent).
• Experience with Intelliflo would be advantageous.

Responsibilities

• Client onboarding and processing new business applications
• Servicing existing clients by helping with enquiries and questions
• Liaising with providers to obtain policy information and updates
• Preparing documentation for client meetings, including valuations and reports
• Income processing such as reconciling fee statements and invoicing clients
• Supporting the team with compliance and regulatory requirements

Skills

Organisational skills

Communication skills

Attention to detail

Proactive learner

Client servicing

Education

Financial services qualifications in progress (R01/CF1/FA1)

Tools

Microsoft Office

CRM systems

Intelliflo

Job description

An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.

Role Overview

The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm/

Key Responsibilities

• Client onboarding and processing new business applications
• Servicing existing clients by helping with enquiries and questions
• Liaising with providers to obtain policy information and updates.
• Preparing documentation for client meetings, including valuations and reports.
• Income processing such as reconciling fee statements and invoicing clients.
• Supporting the team with compliance and regulatory requirements.

Candidate Skills

• Previous experience in a similar IFA, wealth management or financial services administration role.
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.
• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
• Experience with Intelliflo would be advantageous
• A proactive attitude and willingness to learn and grow within the role.