IFA Administrator

Additional Resources Ltd.; Woking; On-site; GBP 29,000 - 35,000; Full time

Job summary

A well-established financial services company is seeking an Administrator to support Financial Advisers in a busy office environment. Responsibilities include maintaining client records, preparing documentation, processing submissions, and liaising with clients. Candidates should have at least 2 years of experience in an IFA environment and skills in Microsoft Word and Excel. The role offers a salary of up to £35,000, 25 days holiday, and additional benefits.

Benefits

Competitive salary

25 days holiday plus bank holidays

Company pension scheme

Annual discretionary bonus

Death in service cover

Free on-site parking

Qualifications

• At least 2 years' experience working within an IFA environment.
• Previously worked as an IFA Administrator or in a similar role.
• Skilled in Microsoft Word and Excel.

Responsibilities

• Delivering all-round administrative support to advisers.
• Maintaining accurate and compliant client records using back-office systems.
• Preparing key documentation including illustrations and application forms.
• Processing new business submissions and handling investment requests.
• Liaising directly with providers and maintaining contact with clients.
• Compiling valuations, reports, and review documents.

Skills

Microsoft Word

Microsoft Excel

Excellent communication

Tools

Intelligent Office

Job description

An opportunity has arisen for an Administrator to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.

As an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment.

This full-time role offers salary up to £35,000 and benefits.

You will be responsible for:



* Delivering all-round administrative support to advisers.


* Maintaining accurate and compliant client records using back-office systems.


* Preparing key documentation including illustrations, application forms, and authority letters.


* Processing new business submissions and handling investment or pension transfer requests.


* Liaising directly with providers and maintaining regular contact with clients.


* Compiling valuations, reports, and review documents.


* Organising and preparing meeting packs for client appointments.


What we are looking for:



* Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.


* At least 2 years' experience working within an IFA environment.


* Skilled in Microsoft Word and Excel.


* Excellent communication skills.


* Ideally possess experience using Intelligent Office and working with wrap platforms.


What's on offer:



* Competitive salary


* 25 days holiday plus bank holidays


* Company pension scheme


* Annual discretionary bonus


* Death in service cover


* Free on-site parking


This is a great opportunity to join a well-supported and trusted team within a stable organisation.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.

For more information see our Privacy Policy on our website.

It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.

If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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