An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm based in the city.

The Company

Our client is a well-established Independent Financial Advisory firm dedicated to helping individuals, families, and businesses secure their financial future. They pride themselves on delivering clear, jargon-free advice tailored to each client’s needs, ensuring long-term financial security and peace of mind.

The Role

This is a full-time, office used position supporting Financial Advisors with a wide range of administrative duties.

You will play a key role in ensuring the smooth running of client services and maintaining high compliance standards.

Key responsibilities include:

• Providing full administrative support to Financial Advisors
• Processing new business applications (pensions, investments, protection)
• Liaising with providers, platforms, and clients to obtain information and updates
• Managing client records and maintaining accurate data on internal systems/CRM
• Handling client queries in a professional and timely manner
• Scheduling appointments and managing advisor diaries
• Assisting with compliance requirements and ensuring FCA standards are met
• Supporting the end-to-end client journey from onboarding through to review

About You

• Previous experience within an IFA or financial services administration role is essential
• Strong understanding of financial products such as pensions, investments, and protection
• Excellent organisational skills with the ability to manage multiple tasks
• High attention to detail and accuracy
• Confident communicator with strong interpersonal skills
• Experience using CRM systems and back-office platforms (e.g. Intelligent Office, Adviser Office, or similar)
• Ability to work independently as well as part of a team
• Relevant financial services qualifications (or working towards) would be advantageous

Additional Information

• Monday to Friday with flexible working hours
• Part-time applicants will also be considered
• Ongoing training and support with professional development available
• Friendly, collaborative office environment with opportunities for career progression