IFA Administrator – Client Services & Coordination

Office Angels; Exeter; On-site; GBP 25,000 - 33,000; Full time

Benefits offered by this job

25 days annual leave

Bank holidays

Cycle to Work scheme

Death in Service benefit

Enhanced sick pay

Office closure during holidays

Career development opportunities

Job summary

Office Angels in Exeter is seeking an organised IFA Administrator to join a well-established team. You will provide comprehensive support to Financial Advisers, handle client documentation, and liaise with providers to keep client records up to date.

The role emphasizes delivering a professional client service in a fast-paced environment. The successful candidate will manage multiple priorities, maintain accurate records, and work closely with advisers to schedule reviews and handle client

Qualifications

• Previous administration experience within a professional environment.
• Excellent organisational and time management skills.
• Ability to manage multiple priorities and work to deadlines.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.
• Confidence speaking with clients over the telephone.
• Ability to work independently and take ownership of workload.
• Proactive and solutions-focused approach.
• Strong customer service skills.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers.
• Prepare client documentation and process new and existing business.
• Liaise with providers and third parties to obtain information and updates.
• Maintain accurate and up-to-date client records and documentation.
• Book client review meetings and manage adviser diaries.
• Handle inbound and outbound client communications professionally.
• Monitor workloads and ensure tasks are completed within agreed timescales.
• Prioritise competing demands and manage deadlines effectively.
• Identify and upscale issues appropriately when required.
• Support the efficient day-to-day running of client administration processes.

Job description

Office Angels in Exeter is seeking an organised IFA Administrator to join a well-established team. You will provide comprehensive support to Financial Advisers, handle client documentation, and liaise with providers to keep client records up to date.

The role emphasizes delivering a professional client service in a fast-paced environment. The successful candidate will manage multiple priorities, maintain accurate records, and work closely with advisers to schedule reviews and handle client