IFA Administrator

Ortus PSR; Devon and Torbay; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Ortus PSR, Exeter office, is seeking an IFA Administrator to join a small supportive team. You'll back Financial Advisers across client journeys, from meetings prep to annual reviews and pension/investment administration.

The role offers hybrid working (three days per week in the Exeter office) with a salary up to £32,000, depending on experience. The successful candidate will be organised, accurate and capable of managing multiple priorities while delivering high-quality client service.

Qualifications

• Previous experience within an IFA or financial services environment would be highly advantageous.

Responsibilities

• Support advisers throughout the client journey, from meeting prep to processing new business and annual reviews.
• Prepare client reports and documentation ahead of adviser meetings.
• Check compliance documentation is complete and accurate.
• Process fund switches, purchases and sales on provider platforms.
• Liaise with clients, advisers and product providers.
• Maintain accurate, compliant client records in the system.
• Handle enquiries via phone and email professionally and promptly.

Skills

Provider platforms

Attention to detail

Organised

IT skills

Tools

Intelligent Office

Intelliflo Office

Job description

IFA Administrator

Exeter Hybrid Working Salary up to £32,000

A well-established financial planning firm is looking to recruit an IFA Administrator to join its Exeter office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients.

This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered.

The position offers a salary of up to £32,000, depending on experience, alongside hybrid working with three days per week in the Exeter office.

The Role

You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration.

Your responsibilities will include:

• Collating client information and preparing documentation ahead of adviser meetings
• Preparing annual review packs, basic client reports and supporting documentation
• Processing new business and top-up applications through provider platforms
• Checking that all required compliance documentation has been completed
• Processing Letters of Authority and requesting information from providers
• Handling pension and investment administration
• Processing fund switches, fund purchases and sales
• Arranging ad hoc income withdrawals and other client instructions
• Updating Intelligent Office with new business details and client informationUploading documentation and maintaining accurate, compliant client records
• Completing actions arising from annual review meetings
• Liaising with clients, advisers and product providers
• Responding to telephone and email enquiries professionally and promptly
• Preparing and sending client reports and correspondence
• Supporting colleagues during busy periods and assisting with ad hoc projects

The Person

Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business.

The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service.

You will ideally bring:

• At least one year's experience within an IFA or financial services environment
• Experience using provider platforms
• Knowledge of new business processing
• Experience with Intelligent Office or Intelliflo Office would be advantageous
• Strong administrative and IT skills
• Excellent attention to detail
• Clear and professional written and verbal communication
• The ability to manage and prioritise your workload effectively
• A collaborative and supportive approach to teamwork
• The discretion required to handle confidential client information
• A reliable, adaptable and client-focused attitude

This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.