Description

Job Title: IFA Administrator

Location: Dedham

Salary: £35,000

Contract: Permanent, Full-time

Our client is a well-established financial services firm with an excellent reputation for delivering high-quality advice and outstanding client service. Due to growth, they are looking for a motivated IFA Administrator to join their team.

As a IFA Administrator, you will play a vital role in supporting advisers and the wider team to deliver an efficient, compliant, and positive experience to clients. This is a varied and rewarding position where attention to detail, organisation, and communication skills are key.

Your responsibilities will include:

• Supporting advisers through all stages of the financial advice process.
• Preparing and processing new business applications and client documentation.
• Producing/issuing Letters of Authority, liaising with providers, and gathering plan information.
• Arranging annual review meetings and preparing portfolio valuations, reports, and regulatory paperwork.
• Maintaining accurate client files using the back-office system.
• Handling client, adviser, and provider queries in a professional and timely manner.
• Undertaking general administrative duties including post, calls, and greeting visitors.

The ideal candidate will have:

• Understanding of the financial services industry and relevant products.
• Knowledge of the financial advice process and compliance requirements.
• Strong organisational skills with the ability to prioritise and manage workload.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and accuracy.
• A proactive approach with initiative and problem-solving ability.

• Competitive salary and benefits package.
• Opportunity to build your career with an established and respected financial services firm.
• Supportive and professional working environment.
• Ongoing training and career progression opportunities.