IFA Administrator
other jobs Blakemore Recruitment
Added before 4 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £32,000 per annum
Job Description:
Full job descriptionIFA AdministratorSalary: £32,000
Location: Office-Based
Job Type: Full-time, Permanent
About the RoleAn excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.
The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.
Key Responsibilities*Preparing client-facing documents including cover letters, review packs, and supporting documentation
*Managing diaries and arranging initial and annual client review meetings
*Processing Letters of Authority (LoAs) and requesting policy information from providers
*Chasing providers for outstanding documentation and updates
*Preparing and sending monthly valuation reports and client statements
*Ensuring compliance documentation is accurate, complete, and correctly stored
*Updating client records and fact-find information within internal systems
*Handling incoming calls and responding to client and provider queries professionally
*Scanning, filing, and categorising documents within company systems
*Managing and tracking workflow tasks through a ticketing system
*Supporting the wider team with general administrative duties as required
Skills & Experience Required*Previous experience within an IFA or financial planning environment
*Strong attention to detail and excellent organisational skills
*Confident communication skills, both written and verbal
*Ability to manage workloads effectively and meet deadlines
*Experience using financial planning software and Microsoft Office
*Proactive and team-oriented approach
*Strong client service focus and professional manner
Benefits*Competitive salary of £32,000
*Supportive and collaborative working environment
*Career progression opportunities within financial services
*Ongoing training and development
Location: Office-Based
Job Type: Full-time, Permanent
About the RoleAn excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.
The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.
Key Responsibilities*Preparing client-facing documents including cover letters, review packs, and supporting documentation
*Managing diaries and arranging initial and annual client review meetings
*Processing Letters of Authority (LoAs) and requesting policy information from providers
*Chasing providers for outstanding documentation and updates
*Preparing and sending monthly valuation reports and client statements
*Ensuring compliance documentation is accurate, complete, and correctly stored
*Updating client records and fact-find information within internal systems
*Handling incoming calls and responding to client and provider queries professionally
*Scanning, filing, and categorising documents within company systems
*Managing and tracking workflow tasks through a ticketing system
*Supporting the wider team with general administrative duties as required
Skills & Experience Required*Previous experience within an IFA or financial planning environment
*Strong attention to detail and excellent organisational skills
*Confident communication skills, both written and verbal
*Ability to manage workloads effectively and meet deadlines
*Experience using financial planning software and Microsoft Office
*Proactive and team-oriented approach
*Strong client service focus and professional manner
Benefits*Competitive salary of £32,000
*Supportive and collaborative working environment
*Career progression opportunities within financial services
*Ongoing training and development
Job number 3796490
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Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...