IFA Administrator - #2109835

Join a well-established wealth management firm supporting two experienced Financial Planners, within a highly organised and technology driven environment where administration is valued as a key part of the client experience.

This is an excellent opportunity for an experienced Financial Planning Administrator who wants to work in a business where processes are well structured, workloads are manageable and advisers genuinely value their support team.

You'll work closely with the firm's Directors, taking ownership of client administration across the full advice process. With well-established systems and workflows in place, you'll benefit from an efficient and collaborative working environment that allows you to focus on delivering excellent client outcomes rather than chasing paperwork.

This role would suit an experienced IFA Administrator looking to join a stable, supportive business where they can make a genuine impact while enjoying flexibility and a strong work-life balance.

About the firm

Our client is an established wealth management practice with a strong reputation for delivering personalised financial advice and building long term client relationships.

They have invested heavily in systems, processes and technology to create an efficient and well organised environment, enabling advisers and support staff to work collaboratively and provide a consistently high level of service.

The culture is professional, supportive and team focused, with everyone playing an important role in delivering a first class experience for clients.

What you'll do

• Provide comprehensive administrative support to Financial Planners throughout the client journey
• Prepare and process new business applications across pensions, investments and protection
• Manage servicing requirements including withdrawals, fund switches and policy alterations
• Liaise with clients, providers and third parties by telephone, email and written correspondence
• Obtain policy information, valuations and supporting documentation
• Maintain accurate client records and update workflow management systems
• Monitor pipeline activity and ensure actions are completed within agreed timescales
• Prepare client meeting packs and supporting documentation
• Assist with diary management and general office administration where required
• Ensure all work is completed in accordance with FCA regulations and internal procedures

What you'll need

• Experience within a Financial Planning, IFA or Wealth Management administration role
• Good understanding of financial services products and advice processes
• Experience using Intelliflo would be advantageous

Benefits

• Discretionary bonus scheme
• 8% non contributory pension contribution
• 4x salary death in service benefit
• Hybrid and flexible working arrangements
• Office closure over the Christmas and New Year period
• Additional holiday entitlement and benefits package

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.