IFA Administrator: Financial Planning Support Pro

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

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.