Ifa Administrator

Mulberry Recruitment; Wokingham; Hybrid; GBP 26,000 - 35,000; Full time

Job summary

A reputed Financial Planning firm in Wokingham is seeking an IFA Administrator to provide high-quality administrative support to Financial Advisers. The ideal candidate should have at least 1 year of experience in the Financial Services industry, with knowledge of pensions, investments, or in an IFA firm. Responsibilities include client communication, managing new clients onboarding, and organizing financial planning reviews. This role offers flexibility with full-time or part-time hours, competitive salary range of £26,000 - £35,000, and a dynamic work environment.

Qualifications

• Minimum 1 year of Financial Services industry experience, ideally in Pensions, Investments, or an IFA firm.
• Exceptional accuracy and attention to detail is essential.
• Strong IT ability with proficiency in Microsoft Office, particularly Excel.

Responsibilities

• Provide high-quality administrative support to Financial Advisers.
• Respond promptly and professionally to client queries.
• Record and maintain all client communication accurately in Intelliflo (iO).
• Manage new client onboarding and submit new business efficiently.
• Organize annual financial planning reviews.

Skills

Client communication

Attention to detail

Microsoft Office

Financial services knowledge

Organizational skills

Job description

Overview

IFA Administrator / Financial Planning Administrator

Location: Wokingham

Salary: £26,000 - £35,000

Hours: Full time or Part-time (20-30 hrs)

An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Wokingham. You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.

Responsibilities

• Respond promptly and professionally to client queries with clear, thorough communication.
• Record and maintain all written and electronic client communication accurately in Intelliflo (iO).
• Collect and verify client policy information and critical data in line with KYC requirements.
• Obtain policy details, quotes, illustrations, and product information.
• Manage new client onboarding from first contact through to fund investment.
• Process and submit new business efficiently to providers.
• Handle investment trades, fund switches, and occasionally peer review colleagues' fund switch instructions.
• Organise annual financial planning reviews on behalf of Financial Advisers.
• Prepare meeting documentation including product literature, illustrations, forms and agreements.
• Confidently send critical client data using DocuSign and other approved digital methods.
• Create, schedule and manage follow-up tasks for meetings, client requests and new submissions on iO.
• Adhere to internal processes and FCA compliance (AML, GDPR), ensuring confidentiality at all times.
• Contribute to personal development and support the wider Admin and Paraplanning team.
• Peer review colleague work where required (applications, correspondence, technical fund switches).

Experience & Skills

• Minimum 1 year Financial Services industry experience (it must be in either Pensions, Investments or an IFA firm).
• Knowledge of investments, pensions and family wealth planning.
• Experience using iO preferred, but not essential.
• Exceptional accuracy and attention to detail.
• Strong IT ability, especially Microsoft Office (intermediate Excel).
• Understanding of Financial Adviser needs and FCA requirements.