Ifa Administrator

Aylesbury Area, Buckinghamshire
Salary up to £35,000 (Dependent on Experience)

A highly successful and growing Financial Planning company based in the Aylesbury area is seeking an experienced Financial Services Administrator to join their established and supportive team.

This is an excellent opportunity to work within a well-regarded firm led by a strong and progressive business leader focused on continued growth and development.

The Role

Working alongside Financial Planners, Paraplanners and fellow Administrators, you will provide comprehensive administrative support to ensure the efficient delivery of client services.

Key Responsibilities

• Supporting Financial Advisors and Paraplanners with administrative tasks
• Managing and responding to client correspondence, including emails
• Following up on client requests and ensuring timely service delivery
• Maintaining accurate and up-to-date client records
• Providing general administrative support across the business

Requirements

To be considered for this role, you must have:

• Proven experience as an IFA Administrator within a Financial Services environment
• Strong working knowledge of the Intelligent Office (IO) system (essential)
• Excellent organisational skills and attention to detail
• Strong communication skills and client-focused approach

Desirable:

• Exposure to or qualifications within CII

What’s on Offer

• Salary up to £35,000 depending on experience and skill level
• Opportunity to work within a supportive and professional team
• Ongoing development and career progression within the business