Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team!


Key Responsibilities:
*Handle phone calls, enquiries, and requests efficiently
*Communicate with clients both verbally and in writing
*Process New Business applications
*Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
*Schedule client meetings and manage Advisers’ diaries
*Complete Portfolio Illustration requests
*Provide back-office support
*Ensure all financial planning administration is accurate and compliant with company procedures
*Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant


Key Requirements:
*Previous experience within a Financial Planning firm is essential
*CII Level 3 Qualification in Financial Administration preferred (training can be provided)
*Experience with IO and financial platforms
*Understanding of Model Portfolios/DFMs is an advantage
*Strong ability to prioritise and manage workloads effectively
*Excellent communication, planning, and organisational skills
*Analytical mindset with strong problem-solving abilities
*Flexible, adaptable, and confident in IT and office software
*Team player with a positive attitude


Benefits:
*Professional industry exams funded, with study support
*25 days holiday (plus Bank Holidays)
*Holiday Purchase scheme
*Access to an In-House Training Academy
*Annual salary review
*Day off on your birthday
*Life Assurance & Pension
*Opportunities to progress to Paraplanner or Adviser roles