IFA Administrator — Trusted Admin for Wealth Advisory

Fram Search; Maidenhead; On-site; GBP 25,000 - 32,000; Full time

Job summary

A financial planning firm in Maidenhead is looking for an experienced IFA Administrator to provide comprehensive support to its Advisors and Paraplanners. Responsibilities include maintaining client databases, processing applications, and ensuring excellent service. Candidates should have proven experience in IFA administration and proficiency in Intelligent Office. This role offers the chance to join a stable, friendly team focused on high-quality financial advice and client relationships.

Qualifications

• Proven experience in an IFA administration role is essential.
• Confidence in using Intelligent Office for client management.
• Strong organisational skills to manage multiple tasks efficiently.

Responsibilities

• Provide administrative support to a team of Advisors and Paraplanners.
• Maintain and update the client database and records.
• Process new business applications and documentation.
• Liaise with clients and the advisory team to ensure excellent service.

Skills

Proficiency with Intelligent Office (IO)

Strong organisational skills

Proficiency in Microsoft Office Suite

Experience in IFA administration

Job description

A financial planning firm in Maidenhead is looking for an experienced IFA Administrator to provide comprehensive support to its Advisors and Paraplanners. Responsibilities include maintaining client databases, processing applications, and ensuring excellent service. Candidates should have proven experience in IFA administration and proficiency in Intelligent Office. This role offers the chance to join a stable, friendly team focused on high-quality financial advice and client relationships.