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IFA Administrator

Location: Exeter city centre (Hybrid – 2 days home / 3 days office)
Hours: Full Time
Department: Administration & Adviser Support

An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients.

The Business Manager acts as the primary coordination point between advisers, paraplanners and clients—managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently.

This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO).

Key Responsibilities

Client Review Preparation

• Identify clients due for review using IO tasks.
• Contact clients to arrange review appointments.
• Prepare and manage client files and ensure all documentation is up to date.
• Source pro-forma information, gather missing data and upload to IO.

Administrative & Client Support

• Support a team of financial advisers with day-to-day administration.
• Respond to incoming calls, emails and the central enquiry mailbox.
• Book internal meetings and manage the central diary.
• Meet and greet clients, set up meeting rooms and ensure smooth client appointments.

New Business Processing

• Submit applications and upload relevant documentation to providers.
• Proactively monitor application progress to avoid delays.
• Chase providers for updates and outstanding information.
• Issue letters of authority and gather plan information.

Ongoing Client Servicing

• Maintain accurate client records and ensure IO is always up to date.
• Process top-ups, pension withdrawals and annual review documentation.
• Manage platform-based tasks including transfers in, claiming advice fees and investing client funds.
• Liaise with GPs to obtain protection-related medical reports.
• Work closely with paraplanners to submit compliance cases and complete IO service tasks.

Operational Support

• Handle daily post and deliveries.
• Manage client data securely and in line with internal procedures.
• Contribute to positive client outcomes through efficient, accurate administration.

Key Skills & Experience

• Previous IFA administration experience is essential.
• Strong working knowledge of Intelliflo (IO) is required.
• Experience within financial services advantageous.
• Excellent written and verbal communication skills.
• Highly organised with exceptional attention to detail.
• Able to work efficiently in a fast-paced environment.
• Professional, proactive and comfortable supporting a busy adviser team.

Qualifications

• A degree or equivalent is desirable but not essential.
• Willingness to work towards a Level 4 financial planning qualification is expected.

This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.