IFA Administrator - Client-Focused Support (Hybrid)

Premier Jobs UK Limited; Devon and Torbay; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Job summary

Premier Jobs UK Limited is representing an IFA Administrator role at a boutique, chartered financial planning practice in Tiverton. You will be the key link between clients and advisers, ensuring smooth service delivery and accurate processing.

Day-to-day duties include preparing review packs, handling general administration, and supporting paraplanners and advisers. The firm offers a supportive team, private medical insurance, a pension scheme, and occasional work-from-home flexibility.

Qualifications

• Essential: Client-facing administrative experience.
• Desirable: Financial services background.
• Desirable: Familiarity with IO (back office), Dynamic Planner.
• Desirable: Experience supporting financial advisers or paraplanners.

Responsibilities

• Be the vital link between clients and advisers, ensuring seamless service delivery.
• Prepare comprehensive review packs and handle general processing administration.
• Provide essential support to paraplanners and advisers.
• Work in a collaborative office environment with chartered advisers.

Skills

Client-facing experience

Administrative experience

IO back office

Dynamic Planner familiarity

Paraplanner/adviser support

Job description

Premier Jobs UK Limited is representing an IFA Administrator role at a boutique, chartered financial planning practice in Tiverton. You will be the key link between clients and advisers, ensuring smooth service delivery and accurate processing.

Day-to-day duties include preparing review packs, handling general administration, and supporting paraplanners and advisers. The firm offers a supportive team, private medical insurance, a pension scheme, and occasional work-from-home flexibility.