IFA Administrator

Eden Rose; Swindon; Hybrid; GBP 31,000 - 37,000; Full time

Benefits offered by this job

Discretionary bonus

Private healthcare

Pension

25 days leave

Free parking

Team socials

Job summary

Eden Rose in Swindon is looking for an organised IFA Administrator to support Financial Advisers and Paraplanners, ensuring client reviews, servicing and new business applications are processed accurately and efficiently.

This role suits someone with office administration experience; financial services experience is desirable but not essential, as training and support will be provided. The role is office-based initially, with hybrid working after probation.

Qualifications

• Previous administration or office-based experience.
• Financial services or IFA experience is desirable but not essential.
• Strong organisational skills and attention to detail.
• Good written and verbal communication skills, with a professional telephone manner.
• Confident using Microsoft Office and willing to learn new systems.
• A proactive and reliable approach, with the ability to manage competing priorities.
• A positive team player who takes ownership of tasks and is keen to learn.

Responsibilities

• Maintain accurate client records and ensure documentation is up to date.
• Prepare client review packs, valuations and supporting documentation.
• Request policy information, valuations and statements from providers.
• Submit Letters of Authority and follow up outstanding information requests.
• Assist with ongoing client servicing and new business administration.
• Liaise with clients, providers and colleagues to resolve routine queries.
• Track outstanding tasks and keep advisers and paraplanners informed of progress.
• Follow internal procedures and maintain high standards of accuracy and confidentiality.

Skills

Organised

Attention to detail

Client communication

Team player

Tools

Microsoft Office

Job description

IFA Administrator

Location: Swindon
Salary: Up to £34,000 + benefits
Working Pattern: Office-based initially, with hybrid working post probation

About the Role

We are looking for an organised and proactive IFA Administrator to join a growing financial planning business in Swindon.

You will provide essential administrative support to Financial Advisers and Paraplanners, helping ensure client reviews, ongoing servicing and new business applications are processed accurately and efficiently.

This role would suit someone with previous office administration experience who takes pride in their work, has excellent attention to detail and enjoys supporting a team. Previous financial services experience is beneficial but not essential, as training and support will be provided.

Key Responsibilities

• Maintain accurate client records and ensure documentation is up to date.

• Prepare client review packs, valuations and supporting documentation.

• Request policy information, valuations and statements from providers.

• Submit Letters of Authority and follow up outstanding information requests.

• Assist with ongoing client servicing and new business administration.

• Liaise with clients, providers and colleagues to resolve routine queries.

• Track outstanding tasks and keep advisers and paraplanners informed of progress.

• Follow internal procedures and maintain high standards of accuracy and confidentiality.

About You

• Previous administration or office-based experience.

• Financial services or IFA experience is desirable but not essential.

• Strong organisational skills and attention to detail.

• Good written and verbal communication skills, with a professional telephone manner.

• Confident using Microsoft Office and willing to learn new systems.

• A proactive and reliable approach, with the ability to manage competing priorities.

• A positive team player who takes ownership of tasks and is keen to learn.

What's on Offer?

• Salary of up to £34,000, depending on experience.

• Discretionary annual bonus

• Private healthcare and healthcare cashback plan.

• Pension from day one.

• 25 days' annual leave, plus bank holidays and an additional personal day.

• Office closure between Christmas and New Year, without using annual leave.

• Free parking and quarterly team socials.

This is an excellent opportunity to join an expanding business, develop your financial services knowledge and build a long-term career, with potential to progress into more technical responsibilities as your experience grows.