IFA Client Administrator

Are you an experienced IFA Administrator ready to progress into a more senior role? We’re seeking a proactive and knowledgeable IFA Administrator to join an expanding financial planning team. This is an excellent opportunity to become a valued member of a client-focused business committed to delivering high-quality financial advice and exceptional service. THE OPPORTUNITY In this role, you’ll provide essential administrative and technical support to financial advisers, helping ensure clients receive a seamless and professional experience throughout their financial planning journey. Your responsibilities will cover everything from setting up new client accounts and managing applications to preparing for annual reviews and maintaining accurate records. You’ll play a key part in the smooth running of the business, with opportunities to share your experience, support colleagues and continue developing your own professional skills. If you enjoy a varied role where attention to detail, teamwork and excellent client service are equally important, this could be the ideal next move for you. KEY RESPONSIBILITIES * Client Relationships: Build strong working relationships with clients and advisers, acting as a reliable point of contact and providing prompt, professional support. * New Business Administration: Oversee new business submissions from start to finish, ensuring applications are processed efficiently and a...