IFA Administrator

Premier Jobs UK Limited; Devon and Torbay; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Job summary

Premier Jobs UK Limited is representing an IFA Administrator role at a boutique, chartered financial planning practice in Tiverton. You will be the key link between clients and advisers, ensuring smooth service delivery and accurate processing.

Day-to-day duties include preparing review packs, handling general administration, and supporting paraplanners and advisers. The firm offers a supportive team, private medical insurance, a pension scheme, and occasional work-from-home flexibility.

Qualifications

• Essential: Client-facing administrative experience.
• Desirable: Financial services background.
• Desirable: Familiarity with IO (back office), Dynamic Planner.
• Desirable: Experience supporting financial advisers or paraplanners.

Responsibilities

• Be the vital link between clients and advisers, ensuring seamless service delivery.
• Prepare comprehensive review packs and handle general processing administration.
• Provide essential support to paraplanners and advisers.
• Work in a collaborative office environment with chartered advisers.

Skills

Client-facing experience

Administrative experience

IO back office

Dynamic Planner familiarity

Paraplanner/adviser support

Job description

Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.

As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment.

What makes this IFA Administrator position special?

• Join a boutique practice where all advisers are chartered
• Work within a team-based environment with excellent dynamics
• Receive training and support - talented, keen individuals will be developed
• Flexibility around occasional work-from-home arrangements when needed
• Be part of a forward-thinking firm with no legacy provider bias

IFA Administrator Requirements

• -Essential: Client-facing administrative experience
• -Desirable: Financial Services background
• - Desirable: Familiarity with IO (back office), Dynamic Planner
• - Desirable: Experience supporting financial advisers or paraplanners

The Company

This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers.

IFA Administrator Benefits

• Salary from £30k dependent on experience
• Private medical insurance
• Pension scheme
• Full-time employed position

Location

This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily.