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IFA Administrator - St AlbansBlakemore Recruitment • St Albans, GB
IFA Administrator - St Albans

IFA Administrator - St Albans

Blakemore Recruitment • St Albans, GB
30+ days ago
Salary
£32,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

IFA Administrator

Salary: £32,000

Location: Office-Based

Job Type: Full-time, Permanent

About the Role

An 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
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IFA Administrator - St Albans • St Albans, GB

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