IFA Administrator - Hybrid Working

We are working with a national firm of Independent Financial Advisers to recruit an additional IFA Administrator. As a vital part of the support team, you’ll play a crucial role in supporting Paraplanners and Financial Planners in delivering outstanding service to clients.

Key Responsibilities:

• Prepare and process client review packs, portfolio reports, and financial planning documents.
• Handle new business applications, client instructions, and track transactions through to completion.
• Maintain accurate client records, proactively reviewing accounts to ensure data integrity.
• Collaborate with product providers and central teams to secure client information and manage submissions.
• Participate in weekly team meetings, contributing to process improvement initiatives.
• Assist with data management, compliance, and regulatory requirements to ensure adherence to company standards.

Essential Qualifications & Experience:

• Proven administrative experience in a financial services environment (Minimum 1 year).
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong organizational skills, accuracy, and attention to detail.
• Effective communication skills, both written and verbal.
• A proactive and flexible approach, with a commitment to continuous professional development.

Desirable Skills:

• Knowledge of Investment Wrap Platforms and Intelligent Office systems.
• Background in a small to medium-sized financial services setting, with a willingness to learn and adapt.

Benefits:

• Generous basic salary.
• Holidays: 25 days plus Bank Holidays, with the option to buy/sell additional days.
• Flexible working: Option to work from home after probation and training.
• Health and Wellness: Private Medical Insurance, Health Cash Plan, Life Assurance, and Group Income Protection.
• Pension: Competitive company-contributed pension scheme.
• Development: Funded training and professional membership support.

Bring your enthusiasm, initiative, and attention to detail to a role where you’ll have the opportunity to make a meaningful impact. If this sounds like the next step in your career, apply now to join our client in Bournemouth.