IFA Administrator

Blakemore Recruitment; Newbury; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable Chartered Financial Planning firm in Newbury is seeking a Financial Planning Administrator to provide exceptional client service and support to advisers. This hybrid role allows flexibility with 1-2 days on-site and offers a collaborative team culture. The right candidate will have experience in financial planning or wealth management and strong organizational skills. You will be at the heart of a well-run advice business, ensuring smooth operations and client satisfaction.

Benefits

Hybrid working structure

Opportunities for progression

Supportive team culture

Qualifications

• Experience within an IFA, financial planning, or wealth management environment.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent written and verbal communication skills.
• Proactive, professional, and client-centric approach.

Responsibilities

• Liaise with clients to schedule and confirm meetings.
• Produce and distribute compliant meeting packs.
• Check packs and chase missing documentation.
• Maintain accurate client information and notes.
• Act as a first point of contact for client queries.

Skills

Organizational skills

Attention to detail

Communication skills

Client-centric approach

Tools

Intelliflo

Job description

FinancialPlanningAdministrator

Location : Hybrid–Newburyoffice1–2daysperweek,remainderremote

Full-time|Competitivesalary+benefits

Areyouanorganisedandproactiveadministratorwithexperienceinfinancialplanningorwealthmanagement?We’resupportingarespectedCharteredFinancialPlanningfirminNewburythatislookingforadedicated FinancialPlanningAdministrator tojointheirgrowingteam.

Thispositionplaysavitalroleinensuringexceptionalclientservice,efficientadvisersupport,andsmoothday-to-dayoperationalprocesses.Ifyouthriveinaprofessional,client-focusedenvironmentandenjoybeingattheheartofawell-runadvicebusiness,thiscouldbeafantasticnextstepinyourcareer.

KeyResponsibilities

PreparingRecommendations

• Liaisewithclientstoscheduleandconfirmmeetings
• Produceanddistributecompliantmeetingpacks
• Checkpacksandchasemissingdocumentation(LOAs,applications,etc.)
• MaintainaccurateclientinformationandnotesinIntelliflo(IO)
• ProviderequiredinformationtoParaplanners

ImplementingRecommendations

• Trackandfollowuponadviceimplementation
• Keepclientsproactivelyinformedonprogress
• Useinternalsystemsanddashboardstomonitorworkflow

GeneralAdministration

• Actasafirstpointofcontactforclientqueries
• Scananddistributeposttorelevantteammembers
• Provideaccuratedataentryandadministrativesupport
• Supportsmoothrunningofclientservicesandcomplianceprocesses

WhatWe’reLookingFor

• ExperiencewithinanIFA,financialplanning,orwealthmanagementenvironment
• Strongorganisationalskillsandexceptionalattentiontodetail
• Abilitytomanagemultipletasksandprioritiseeffectively
• Excellentwrittenandverbalcommunicationskills
• Aproactive,professional,andclient-centricapproach
• Familiaritywithfinancialplanningsoftware(IntellifloIOdesirable)

WhyThisRole?

• Joinavalues-driven,Charteredfirmcommittedtoexcellence
• Hybridworkingstructuresupportingwork-lifebalance
• Opportunitiesforprogressionwithinagrowingbusiness
• Contributedirectlytoexceptionalclientexperiences
• Supportive,collaborativeteamculturewithroomtogrow