Job Title: IFA Administrator
Salary: £30,000 (Dependent on experience and qualifications)
Reports To: Operations Manager / Paraplanner Team Lead
About the RoleWe are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.
Key Responsibilities*Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
*Process suitability reports and ensure all client files are accurate and up-to-date.
*Liaise with clients and providers to gather information, submit documents, and ensure smooth workflow.
*Manage general office administration tasks to support the day-to-day operations of the team.
*Support paraplanners and advisers with regulatory and financial exam preparation where needed.
*Contribute to team development initiatives and provide input to improve processes.
Requirements*Previous experience as an IFA Administrator or similar role.
*Strong understanding of processing suitability reports and financial services operations.
*Experience liaising with clients and financial providers.
*Excellent organisational, communication, and administrative skills.
*Ability to work independently and as part of a small team.
*Knowledge of R0 / financial exams is advantageous.