Home
Bedford
Investment adviser
IFA Administrator

IFA Administrator

Fram Search

Posted 8 hours ago, valid for 15 days

Bedford, Bedfordshire MK40 4LU, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A well-established financial advisory firm in Bedford is seeking a proactive IFA Administrator to join their dynamic team.
The role involves providing comprehensive administrative support to Independent Financial Advisers, managing client queries, and maintaining accurate client records using CRM systems.
Candidates must have previous experience in an IFA administration or financial services role, with strong organizational and communication skills.
The position offers a competitive salary, though the specific amount is not mentioned in the job description.
This full-time, office-based role is an excellent opportunity for career development in a supportive professional environment.

CRM Management
Reporting
Office Based

Fram Search is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters. They are currently seeking a professional, highly organized, and proactive IFA Administrator to join the small but dynamic team and provide essential support to advisers.Key Responsibilities:

Provide comprehensive administrative support to Independent Financial Advisers (IFAs).
Liaise with clients, insurers, investment platforms, and other third parties.
Prepare client meeting packs, process applications, and ensure all compliance documents are in place.
Maintain accurate client records using CRM systems and ensure all documentation is compliant with industry regulations.
Manage client queries, update portfolios, and follow up on adviser requests.
Assist with the preparation and submission of reports, investment reviews, and other financial documents.
Maintain awareness of industry developments and changes in financial regulations.

Skills and Experience:

Previous experience in an IFA administration or financial services role is essential.
Strong organizational and communication skills, with the ability to multitask.
Proficiency in using financial services software (e.g., Intelligent Office, Adviser Office, or similar).
Knowledge of compliance procedures within the financial sector.
High attention to detail and the ability to work efficiently under pressure.
A proactive attitude and willingness to support the team where needed.

This is an excellent opportunity for an IFA Administrator looking to develop their career in a supportive and professional environment. Please note, the role is full time as is office based.

Apply now in a few quick clicks

IFA Administrator

Trainee Investment Manager

Trainee Recruitment Consultant

Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based