IFA Administrator

Charlton Wealth Management ltd; Haywards Heath; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension after probation

Job summary

Charlton Wealth Management ltd is seeking an experienced IFA Administrator to provide high-quality support to the Senior Financial Adviser and their clients. The role suits someone who values accuracy, communicates well, and wants a long-term career within a close-knit team.

Responsibilities include diary management, client communications, meeting pack preparation, and processing new business with providers.

Qualifications

• Proven experience as an administrator within an IFA or financial planning environment.
• Strong knowledge of financial planning processes and new business procedures.
• Confident written and verbal communication for client and provider liaison.
• Understanding of FCA regulation and a commitment to compliance.
• Experience with Intelligent Office or similar platforms.
• Understanding of pension transfers, investment platforms and protection processing.

Responsibilities

• Providing administrative support to senior staff and managing adviser diaries and client meetings.
• Dealing with client, provider and third-party enquiries by telephone and email.
• Preparing meeting packs and comprehensive meeting documentation.
• Preparing letters, reports, illustrations, valuations, quotations and transfer documentation.
• Processing new business applications and liaising with providers and insurance companies.
• Collating and preparing the monthly fee statement, ensuring it is accurate and issued on time.
• Maintaining accurate client records across back-office systems, including electronic and paper filing.
• Logging and scanning correspondence and keeping client databases up to date.
• Maintaining compliance with company policies and FCA regulations and guidance, and recording your time and tasks accurately.
• Carrying out other duties as requested by managers to support general office operations.

Skills

Financial planning

Client liaison

Regulatory compliance

Communication

Time management

Tools

Intelligent Office

Job description

Job description - We are looking for an experienced IFA Administrator to provide high-quality support to Senior Financial Adviser and their clients.. The role suits someone who takes pride in accuracy, communicates well and wants to build a long-term career within a close-knit team.

Your responsibilities will include:

• Providing administrative support to senior staff and managing adviser diaries and client meetings.
• Dealing with client, provider and third-party enquiries by telephone and email.
• Preparing meeting packs and comprehensive meeting documentation.
• Preparing letters, reports, illustrations, valuations, quotations and transfer documentation.
• Processing new business applications and liaising with providers and insurance companies.
• Collating and preparing the monthly fee statement, ensuring it is accurate and issued on time.
• Maintaining accurate client records across back-office systems, including electronic and paper filing.
• Logging and scanning correspondence and keeping client databases up to date.
• Maintaining compliance with company policies and FCA regulations and guidance, and recording your time and tasks accurately.
• Carrying out other duties as requested by managers to support general office operations.

Requirements

• Proven experience as an administrator within an IFA or financial planning environment.
• Strong knowledge of financial planning processes and new business procedures.
• Confident written and verbal communication for client and provider liaison.
• A good understanding of FCA regulation and a commitment to compliance.
• Experience with systems such as Intelligent Office or similar platforms.
• Understanding of pension transfers, investment platforms and protection processing.

Benefits

• Salary of £28,000-£32,000 depending on experience.
• Hybrid working, with the office/home balance to be discussed.
• Comprehensive benefits including pension after initial probation period.
• Structured development plans with clear progression pathways.
• A stable, supportive team environment

About the company

We are a well-established local financial planning business that is growing significantly and investing in technology and people to improve efficiency and service. Based in Haywards Heath, our office offers a strong local feel and a collaborative culture where people build long-term careers.