IFA Administrator

Rayment Recruitment; Stafford; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Benefits

Exam support

Job summary

Rayment Recruitment is seeking an experienced IFA Administrator in Stafford to support Financial Advisers and Paraplanners within a professional wealth management team.

You will handle client documentation, case progression and diary management, ensuring accurate records and compliant processes while delivering high standards of client service.

Qualifications

• Experience within an IFA or financial planning environment.
• Highly organised with excellent attention to detail.
• Confident communicating with clients, advisers, and external providers.
• Experience with platforms, pensions, investments and protection is advantageous.

Responsibilities

• Providing comprehensive administrative support to Financial Advisers and Paraplanners
• Preparing and processing client documentation, applications, and new business
• Managing client correspondence and maintaining accurate records
• Liaising with providers, platforms and third parties to obtain information and progress cases
• Processing new business and monitoring applications through to completion
• Arranging client meetings and maintaining adviser diaries where required
• Preparing meeting packs, valuations and supporting documentation
• Updating and maintaining client records and ensuring systems remain accurate and compliant
• Assisting with ongoing client servicing and review processes
• Following up outstanding requirements and ensuring cases progress within agreed timescales
• Supporting the wider financial planning team with day-to-day administrative requirements

Skills

Attention to detail

Organised

Communication skills

Multi-tasking

Team player

Tools

Microsoft Office

CRM systems

Job description

£28,000 to £32,000 dependant on experience

Benefits and exam support.

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management business

This is an ideal opportunity for an ambitious and technically capable Financial Planning Administrator who enjoys working closely with Advisers, Paraplanners and clients, and who wants to develop their career within a professional, client-focused environment.

The successful candidate will join an established and supportive team where attention to detail, quality of service and a genuine commitment to clients are highly valued.

The IFA Administrator Role:

Working alongside experienced Financial Advisers and Paraplanners, the IFA Administrator will play a key role in ensuring the smooth and efficient delivery of the financial planning process.

IFA Administrator Responsibilities:

• Providing comprehensive administrative support to Financial Advisers and Paraplanners
• Preparing and processing client documentation, applications, and new business
• Managing client correspondence and maintaining accurate records
• Liaising with providers, platforms and third parties to obtain information and progress cases
• Processing new business and monitoring applications through to completion
• Arranging client meetings and maintaining adviser diaries where required
• Preparing meeting packs, valuations, and supporting documentation
• Updating and maintaining client records and ensuring systems remain accurate and compliant
• Assisting with ongoing client servicing and review processes
• Following up outstanding requirements and ensuring cases progress within agreed timescales
• Supporting the wider financial planning team with day-to-day administrative requirements

IFA Administrator - The Person

The successful candidate will have previous and current experience within an IFA, financial planning or wealth management environment and will have a strong understanding of the administration involved in supporting financial advisers.

The business is looking for someone who is:

• Experienced within an IFA or financial planning environment
• Highly organised with excellent attention to detail
• Confident communicating with clients, advisers, and external providers
• Comfortable managing multiple priorities and working to deadlines
• Professional, proactive, and able to work independently
• A strong team player who takes pride in delivering a high standard of work
• Confident using Microsoft Office and financial services CRM/adviser systems
• Experience of working with platforms, pensions, investments, and protection would be advantageous, although full product knowledge is not essential.

The IFA Administrator Opportunity

This is much more than a traditional administration position. The successful candidate will become an important part of a well-established financial planning team and will have the opportunity to broaden their technical knowledge, take on increasing responsibility, and build a long-term career within financial services.

The firm offers a professional and collaborative working environment, competitive remuneration and genuine opportunities for development.

Interested?

For an experienced IFA Administrator looking for their next career move, this represents an excellent opportunity to join a successful and forward-thinking financial planning business.