IFA Administrator

IFA Administrator

Location: Deddington

Full-Time or Part-Time

A well-established financial planning firm is looking for a highly organised experienced Administrator to join their team and hit the ground running. This is a varied role that requires someone to come from a IFA background with strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

• Liaise with clients to gather personal details, process changes, and manage correspondence.
• Complete compliancechecks, anti-money laundering processes, and handle provider communications.
• Support financial planners with pension transfers, annuities, and investment administration.
• Maintain and update client records using Intelligent Office (IO).
• Prepare review packs, adviser charge letters, and invoices.
• Manage general office duties, including post handling, scanning, and ordering supplies.

What’s on Offer?

• Career Development - Ongoing training, exam support!
• Work-LifeBalance - Hybrid working options and a structured work environment.
• SupportiveTeam - A collaborative and professional workplace.
• Varied Role - Engage in a mix of client communication and financial administration.

Who We’re Looking For:

• Someone with IFA Administrator experience.
• Strong organisational and communication skills.
• Previous administration experience, ideally in financial services.
• Ability to work independently and as part of a team.
• Familiarity with Intelligent Office (IO) or similar systems (preferred).