IFA Administrator

Brampton Recruitment Ltd; Newcastle-under-Lyme; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment. Competitive salary of up to £30,000 per annum, with 35-37.5 hours work per week.

Qualifications

• Previous experience as an IFA Administrator or similar role is essential.
• Experience across the market including Trusts, Bonds, Investments, and Pensions.
• Ability to work in a fast-paced environment with attention to detail.

Responsibilities

• Produce client meeting documentation for the Financial Advisor.
• Process fees related to business and follow up for payment.
• Monitor progress of all new business and perform compliance checks.
• Respond to queries from clients and product providers.
• Prepare documentation for annual reviews and manage client files.

Skills

Communication skills

Time management

Organisational skills

Attention to detail

Tools

Intelligent Office

Job description

You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial / Tax planning services

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation with a varied and demanding workload. You will play a vital role in supporting a Financial Adviser who takes a holistic approach, providing comprehensive financial / Tax planning services to a wide client portfolio.

Job Description

• As the IFA Administrator, you will be producing and collating client meeting documentation for the Financial Advisor, which includes portfolio valuations, application forms and regulatory documents
• Producing new business packs for a range of products, including pensions, investments, trusts and other financial products
• As the IFA Administrator, you will be processing fees in relation to new and ongoing business and following up for payment
• Monitoring and updating the progress of all new business
• Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
• Responding to queries and enquiries from clients and product providers
• As the IFA Administrator, you will prepare documentation for annual reviews, including valuations, transaction histories, and reports
• Manage diary bookings, client meeting preparation and follow‑up actions
• Support paraplanners and advisers with research tasks where required
• Prepare letters of authority and manage provider responses
• Handle incoming and outgoing post and maintain digital filing
• Prepare and maintain accurate client files, ensuring all compliance requirements are met
• Handle all client servicing queries via phone, email, and letter in a professional manner

Qualifications / Candidate Requirements

• Previous experience working as an IFA Administrator, IFA Client Support, Wealth Management Administrator, Trust Administrator, Pensions Administrator or a similar role is essential
• Experience working across the whole of the market, including Trusts, Bonds, Investments, Pensions and other financial products would be ideal
• Ideally, experience using Intelligent Office
• Good communication, verbal and written communication skills
• Good time management and organisational skills are vitally important
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail

This role is commutable from: Newcastle under Lyme, Keele, Crewe, Congleton, Nantwich, Stoke on Trent, Stone, Market Drayton, Stafford

Hours

Monday – Friday, 35 – 37.5 hours per week

Salary

Up to £30,000 Per Annum

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.