Full job descriptionJob description - We are looking for an experienced IFA Administrator to provide high-quality support to Senior Financial Adviser and their clients.. The role suits someone who takes pride in accuracy, communicates well and wants to build a long-term career within a close-knit team.
Your responsibilities will include:
*Providing administrative support to senior staff and managing adviser diaries and client meetings.
*Dealing with client, provider and third-party enquiries by telephone and email.
*Preparing meeting packs and comprehensive meeting documentation.
*Preparing letters, reports, illustrations, valuations, quotations and transfer documentation.
*Processing new business applications and liaising with providers and insurance companies.
*Collating and preparing the monthly fee statement, ensuring it is accurate and issued on time.
*Maintaining accurate client records across back-office systems, including electronic and paper filing.
*Logging and scanning correspondence and keeping client databases up to date.
*Maintaining compliance with company policies and FCA regulations and guidance, and recording your time and tasks accurately.
*Carrying out other duties as requested by managers to support general office operations.
Requirements
*Proven experience as an administrator within an IFA or financial planning environment.
*Strong knowledge of financial planning processes and new business procedures.
*Confident written and verbal communication for client and provider liaison.
*A good understanding of FCA regulation and a commitment to compliance.
*Experience with systems such as Intelligent Office or similar platforms.
*Understanding of pension transfers, investment platforms and protection processing.
Benefits
*Salary of £28,000-£32,000 depending on experience.
*Hybrid working, with the office/home balance to be discussed.
*Comprehensive benefits including pension after initial probation period.
*Structured development plans with clear progression pathways.
*A stable, supportive team environment
About the company
We are a well-established local financial planning business that is growing significantly and investing in technology and people to improve efficiency and service. Based in Haywards Heath, our office offers a strong local feel and a collaborative culture where people build long-term careers.