IFA Administrator

Premier Jobs UK; Taunton; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension

Life assurance and healthcare

Structured development plans

Flexible working patterns

Job summary

Premier Jobs UK is seeking an experienced IFA Administrator for its Taunton office, offering genuine career development within a growing national business that values excellent client support.

You will support Financial Planners and clients, ensuring smooth advice processes from consultation to implementation, working with an established operations team and acting as a trusted client journey liaison.

Qualifications

• Proven experience as an Administrator within an IFA or financial planning environment
• Strong knowledge of financial planning processes and new business procedures
• Confident communication skills for client and provider liaison
• Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
• Desirable: Understanding of pension transfers, investment platforms and protection processing

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently

Skills

IFA administration

Client liaison

Financial planning processes

Tools

Curo

Intelligent Office

Job description

Are you an experienced IFA Administrator seeking your next job within a progressive financial planning firm? This IFA Administrator opportunity in Taunton offers genuine career development within a growing national business that values exceptional client support.

As an IFA Administrator, you'll deliver seamless service to Financial Planners and clients, ensuring advice processes run smoothly from consultation through to implementation. Working alongside an established operations team, you'll act as a trusted liaison throughout the client journey.

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently

This IFA Administrator role offers genuine variety across wealth management processes. The business is expanding its adviser base and recognises that quality administration underpins excellent outcomes, with clear scope to develop technical knowledge.

Requirements

• Essential: Proven experience as an Administrator within an IFA or financial planning environment
• Essential: Strong knowledge of financial planning processes and new business procedures
• Essential: Confident communication skills for client and provider liaison
• Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
• Desirable: Understanding of pension transfers, investment platforms and protection processing

The Company

A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a collaborative, supportive culture.

Benefits

• Salary of £28,000 to £32,000 depending on experience
• Full-time or part-time working patterns considered
• Hybrid working with minimum 2 days per week in office
• Comprehensive benefits including pension, life assurance and healthcare
• Structured development plans with clear progression pathways

Location

Commutable to Taunton - minimum 2 days per week office attendance required.