IFA Administrator

Job Title: IFA Administrator

Location: Exeter

Salary: Market leading, full details available upon application

Job reference: 9424

Are you someone who thrives in a fast-paced environment and enjoys managing a high volume of administrative tasks?

Do you have experience in financial services administration and want to further develop your skills? If so, we want to hear from you!

Job Description:

We are seeking a Financial Services Administrator to join our clients growing team within a well-established financial planning and accountancy practice. In this role, you will provide essential administrative support to a team of Independent Financial Planners, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

• Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
• New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
• Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
• Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.
• General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

• Background: ideally, you will have experience in financial services, pension or investment administration, with familiarity with Intelligent Office being an advantage.
• Qualifications: Financial Services-related qualifications are desirable, but not essential.
• Skills & Attributes:
  • Strong organisational skills with the ability to manage multiple tasks.
  • Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.
  • Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Benefits:

• Competitive Salary based on experience and qualifications (details provided before submission to client to ensure within your expectations)
• Bonus Structure
• Training & Development: Ongoing support and paid training to help you grow in your career, including, support with gaining Financial qualifications
• Pension: Matched employer contributions up to 5%
• Holiday: Minimum of 22 days holiday + bank holidays, increasing with service
• Flexible Working: Consideration for flexible hours and home working options
• Additional Benefits: Including social, wellbeing, and life events support

If you’re looking to take the next step in your financial services career and be part of a supportive, professional team, apply today!