Job Description:

IFA Administrator

Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.

Key Responsibilities:

• Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
• Prepare client packs, valuations, meeting documentation, and review paperwork.
• Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
• Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
• Maintain accurate client records and update the CRM system in line with internal procedures.
• Support annual review processes and ongoing servicing requirements.
• Assist with compliance and file checking to ensure records meet FCA and internal standards.
• Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.

About You:

• Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
• Strong understanding of pensions, investments, protection products, and financial planning administration.
• Knowledge of FCA and compliance requirements within a regulated environment.
• Excellent organisational skills with the ability to manage multiple cases and deadlines.
• Strong attention to detail with a methodical and accurate approach to work.
• Confident written and verbal communication skills.
• Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
• Working towards or interested in professional qualifications would be advantageous.

What’s on Offer:

• Competitive salary of £28,000 - £35,000, depending on experience.
• Supportive and collaborative team environment.
• Opportunities for professional development and career progression.
• Study support for relevant industry qualifications, where applicable.
• Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.
• Monday to Friday, 09:00 – 17:00 (1-hour unpaid lunch break).