Ifa Administrator

Joining a supportive team, this IFA Administrator opportunity based in Meriden offers a salary of 28,000 - 30,000 plus hybrid working. You will be working closely with experienced Financial Advisors, supporting them with the administration of pensions, investments and protection cases while developing your knowledge within financial services. Where you fit in As an IFA Administrator, you will play an important part in supporting advisors and ensuring client cases progress smoothly. This is a varied role where you will be involved in all aspects of the client journey, from processing new business through to preparing review documentation A typical week - Process new business applications across various investment platforms and pension providers - Request, track, and chase letters of authority to ensure timely case progression - Prepare comprehensive client review packs and valuation documentation ahead of adviser meetings - Updating and maintaining accurate client records and valuations on internal back-office systems - Liaise directly with product providers, platforms, and clients to resolve administrative enquiries IFA Administrator Requirements - Financial services administration experience would be beneficial but is not an essential requirement -Excellent organisational skills with meticulous attention to detail (Essential) -Genuine interest in building a long-term career within financial planning (Essential) - Familiarity ...