IFA Administrator — Client Support & Compliance Pro

Achieve Recruitment Ltd; Henley-in-Arden; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Work from home 1 day a week

Competitive salary

Career progression

Professional work environment

Job summary

Achieve Recruitment Ltd. seeks an Independent Financial Advisor Administrator to support Financial Advisors and ensure efficient client service. You will process new and existing business, handle client reviews, fund switches, and withdrawals with accuracy.

The role requires experience in financial services, strong IT skills, and a proactive, organized team approach. Training and career development are provided, with a hybrid work pattern and a focus on professionalism.

Qualifications

• Experience in financial services supporting an Independent Financial Advisor.
• Excellent interpersonal skills and high attention to detail.
• Strong IT proficiency (Word, Excel, Outlook). Familiarity with Intelliflo is beneficial; training provided.

Responsibilities

• Provide administrative support to Financial Advisors, adhering to FCA compliance and company standards.
• Manage client queries, request fund values, and prepare documentation with accuracy and professionalism.
• Liaise with product providers and third parties to gather required information and ensure smooth processes.
• Maintain meticulous records of all client communications in line with company policies.
• Collaborate with colleagues to ensure clients are supported, including during staff absences.

Skills

Interpersonal skills

Attention to detail

IT proficiency

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelliflo

Education

Financial planning qualifications (desirable)

Job description

Achieve Recruitment Ltd. seeks an Independent Financial Advisor Administrator to support Financial Advisors and ensure efficient client service. You will process new and existing business, handle client reviews, fund switches, and withdrawals with accuracy.

The role requires experience in financial services, strong IT skills, and a proactive, organized team approach. Training and career development are provided, with a hybrid work pattern and a focus on professionalism.