IFA Administrator

Grove Talent Solutions; Compton; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Professional industry exams and study

25 days' holiday

Annual salary reviews

Life assurance and pension

Job summary

Grove Talent Solutions is seeking an IFA Administrator in Ashbourne to support wealth management operations. The role focuses on handling client queries about pensions, investments, and protection products, and coordinating with advisers and product providers.

Key duties include processing new business, supporting paraplanners, arranging meetings, and maintaining compliant client records with strong organisational skills and accurate diary management.

Qualifications

• Experience in a Financial Planning firm is required.
• Familiar with Intelligent Office (IO) or similar platforms is advantageous.
• Strong communication and organisational skills are essential.
• Ability to manage and prioritise workloads effectively.

Responsibilities

• Processing new business applications.
• Assisting Paraplanners and Advisers with client review packs.
• Arranging client meetings and managing Advisers' diaries.
• Completing portfolio illustration requests.
• Providing comprehensive back-office support.
• Ensuring all administration is completed per procedures.
• Corresponding with clients in written and verbal formats.
• Maintaining accurate, compliant client records.

Skills

Previous experience working within a F

Excellent communication, planning, and

Strong analytical and problem-solving

Strong ability to manage and prioritis

Tools

Intelligent Office (IO)

Job description

Job Title: IFA Administrator

Location: Ashbourne

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their support team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
• Arranging client meetings and managing Advisers' diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with company procedures
• Corresponding with clients in both written and verbal formats
• Maintaining accurate, compliant, and well-presented client records on company systems

Key Requirements

• Previous experience working within a Financial Planning firm
• Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
• Strong ability to manage and prioritise workloads effectively
• Excellent communication, planning, and organisational skills
• Strong analytical and problem-solving abilities

Benefits

• Professional industry exams and study supported
• 25 days' holiday and ability to purchase more holiday
• Annual salary reviews
• Life assurance and pension