IFA Administrator
Croydon, England
Full-Time, Office based (Hybrid after 3 months)
£28k - £32k per annum
About the Ro
An established and growing Independent Financial Advisory and Employee Benefits firm is seeking an organised and proactive IFA Administrator to join its team.
This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys supporting advisers, delivering outstanding client service, and ensuring the smooth processing of client business.
The successful candidate will work closely with Financial Advisers and Paraplanners, maintaining accurate client records, liaising with providers, and supporting the delivery of high-quality financial planning service.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners.
- Communicate with pension, investment and protection providers to obtain client information, valuations and documentation.
- Process, check and submit new business applications and servicing requests.
- Maintain accurate and up-to-date client records using CRM systems.
- Ensure all documentation is completed accurately and compliantly.
- Assist with the preparation of client review packs and financial planning reports.
- Manage incoming and outgoing correspondence, including emails, telephone calls and letters.
- Coordinate meetings, appointments and meeting room bookings.
- Print, bind and distribute reports, presentations and client documentation.
- Ensure advisers and paraplanners have all relevant supporting information required for client meetings.
- Adhere to FCA regulations, Anti-Money Laundering (AML) requirements, compliance procedures and data protection standards.
- Support the wider team in delivering exceptional client service.
Skills & Experience
Essential
- Previous administration experience, ideally within an IFA, wealth management or financial services environment.
- Good understanding of financial products, including pensions, investments and protection.
- Excellent organisational and time management skills.
- Strong verbal and written communication skills.
- High attention to detail and accuracy.
- Proficient in Microsoft Office applications, including Word, Excel and Outlook.
- Ability to manage multiple tasks and work effectively under pressure.
- Professional and client-focused approach.
Desirable
- Experience using Intelligent Office CRM.
- Knowledge of FCA regulations and financial services compliance requirements.
- Previous experience supporting Financial Advisers or Paraplanners.
Personal Attributes
- Demonstrate honesty, integrity and professionalism.
- Build strong relationships with clients, colleagues and providers.
- Remain calm and organised in a busy environment.
- Be adaptable and flexible to changing business needs.
- Take pride in producing high-quality work.
- Enjoy working as part of a supportive and collaborative team.
What's on Offer
- Opportunity to join a respected financial planning and wealth management business.
- Supportive and friendly working environment.
- Exposure to a broad range of financial planning and employee benefits services.
- Career development opportunities within financial services.
- Ongoing training and professional development support.
- 25 days annual leave plus your birthday off.