IFA Administrator

Senior Administrator - Financial Services

An established financial services firm with a 30-year history is looking for an experienced Financial Services Administrator / Paraplanner to join their friendly, office-based team. This is a fully office-based role with ample nearby parking available.

Key Responsibilities:

• Managing and overseeing administration workflows to ensure efficiency.
• Handling new and existing business administration, including compliance checks.
• Speaking confidently with clients and providers, ensuring excellent customer service.
• Supporting the team in developing tailored client proposals.
• Maintaining and updating Intelligent Office (iO) with accurate client records, valuations, and reports.
• Using key investment platforms such as Abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
• Processing fund switches, contributions, withdrawals, LOAs, and managing model portfolios.
• Experience with VCTs, Group Pensions, GIP, and DIS is beneficial.

What We’re Looking For:

• Previous experience in Financial Services is essential.
• Strong organisational and time management skills.
• Ability to manage multiple tasks while meeting deadlines.
• Experience with Group Pension & Protection schemes.

Why Join ?

• A well-established, reputable firm with a growing client base.
• A friendly, supportive team in a great location.
• Plenty of on-road parking in a desirable area.

If you have the right experience and are looking for a structured, office-based role within a close-knit team, we’d love to hear from you.