IFA Administrator

Office Angels; Exeter; On-site; GBP 25,000 - 33,000; Full time

Benefits offered by this job

25 days annual leave

Bank holidays

Cycle to Work scheme

Death in Service benefit

Enhanced sick pay

Office closure during holidays

Career development opportunities

Job summary

Office Angels in Exeter is seeking an organised IFA Administrator to join a well-established team. You will provide comprehensive support to Financial Advisers, handle client documentation, and liaise with providers to keep client records up to date.

The role emphasizes delivering a professional client service in a fast-paced environment. The successful candidate will manage multiple priorities, maintain accurate records, and work closely with advisers to schedule reviews and handle client

Qualifications

• Previous administration experience within a professional environment.
• Excellent organisational and time management skills.
• Ability to manage multiple priorities and work to deadlines.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.
• Confidence speaking with clients over the telephone.
• Ability to work independently and take ownership of workload.
• Proactive and solutions-focused approach.
• Strong customer service skills.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers.
• Prepare client documentation and process new and existing business.
• Liaise with providers and third parties to obtain information and updates.
• Maintain accurate and up-to-date client records and documentation.
• Book client review meetings and manage adviser diaries.
• Handle inbound and outbound client communications professionally.
• Monitor workloads and ensure tasks are completed within agreed timescales.
• Prioritise competing demands and manage deadlines effectively.
• Identify and upscale issues appropriately when required.
• Support the efficient day-to-day running of client administration processes.

Job description

Job Title: IFA Administrator

Location: Exeter
Salary: £25,000 - £33,000 DOE
Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office Based

Key Benefits Include:

• 25 days annual leave plus bank holidays.
• Office closure between Christmas and New Year.
• Enhanced company sick pay scheme.
• Death in Service benefit.
• Cycle to Work scheme.
• Supportive and collaborative working environment.
• Long-term career development opportunities.

About the Role:

An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter.

This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey.

This is a fantastic opportunity for an experienced administrator who takes ownership, works well to deadlines and enjoys being a valued member of a close-knit team.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Advisers.
• Prepare client documentation and process new and existing business.
• Liaise with providers and third parties to obtain information and updates.
• Maintain accurate and up-to-date client records and documentation.
• Book client review meetings and manage adviser diaries.
• Handle inbound and outbound client communications professionally.
• Monitor workloads and ensure tasks are completed within agreed timescales.
• Prioritise competing demands and manage deadlines effectively.
• Identify and upscale issues appropriately when required.
• Support the efficient day-to-day running of client administration processes.

About You:

Essential

• Previous administration experience within a professional environment.
• Excellent organisational and time management skills.
• Ability to manage multiple priorities and work to deadlines.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.
• Confidence speaking with clients over the telephone.
• Ability to work independently and take ownership of workload.
• Proactive and solutions-focused approach.
• Strong customer service skills.

Desirable

• Previous IFA, Wealth Administration or Financial Services experience.
• Experience supporting advisers or client-facing professionals.
• Knowledge of financial planning administration processes.
• Experience working within a deadline-driven environment.

Personal Attributes

• Professional, reliable and organised.
• Positive and proactive attitude.
• Strong sense of ownership and accountability.
• Able to work effectively within a small team environment.
• Comfortable managing competing priorities.
• Committed to delivering a high standard of client service.
• Adaptable and willing to learn.
• Someone who takes pride in getting things done.

Working Environment

• Full-time, permanent role.
• Office-based position (Monday to Friday, 9:00am - 5:00pm).
• One-hour lunch break.
• No on-site parking available.

Ready to Make an Impact?

If you're an organised administrator who thrives in a busy environment, enjoys building client relationships and takes pride in delivering exceptional support, we'd love to hear from you.

This is an excellent opportunity to join a respected business where you'll play a key role in supporting both clients and advisers whilst developing your career within a professional and supportive team.

We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace.

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more.

By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels UK is an Equal Opportunities Employer.