Ifa Administrator

Artemis Clarke Ltd; Warwick; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Pension scheme

23 days annual leave + bank holidays

Group life cover

Income protection

Hybrid working: 2 days from home, 3 in

Job summary

Artemis Clarke Ltd in the United Kingdom is seeking an experienced IFA Administrator to support Office Managers and Financial Planners, delivering high-quality, compliant service to clients. You will manage client files, process new business and provide back-office support across investments, pensions, protection and mortgages, with a hybrid pattern: 2 days from home, 3 days in the office.

The role emphasizes strong customer service, teamwork, and the ability to plan and multitask.

Qualifications

• Minimum 2 years' experience in an IFA Administrator role.
• Strong customer service and communication skills.
• Team player with ability to plan, prioritise and multitask.

Responsibilities

• Collate provider information and client illustrations to support financial recommendations.
• Run risk profiler results and produce fund switch, valuation and review reports.
• Process new business, withdrawals and switches in line with compliance standards.
• Prepare and maintain suitability reports and supporting client documentation.
• Maintain accurate records in back-office systems.

Skills

Customer service

Communication skills

Team player / multitask

Job description

Ifa Administrator

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business and provide administrative support across investments, pensions, protection and occasionally mortgages.

Key Responsibilities

• Collate provider information and client illustrations to support financial recommendations
• Run Risk Profiler results and produce fund switch, valuation and review reports
• Process new business, withdrawals and switches in line with compliance standards
• Prepare and maintain suitability reports and supporting client documentation
• Maintain accurate records in back-office systems

Skills & Experience

• Minimum 2 years' experience in an IFA Administrator role
• Strong customer service and communication skills
• Team player with ability to plan, prioritise and multitask

Pension scheme, 23 days annual leave plus bank holidays, group life cover and income protection. Hybrid working: 2 days from home, 3 days in the office. Please submit your CV to [e-mail] with a brief covering note.