IFA Administrator (1-2 Years' Experience)

Location: [Location]
Salary: £25,000-£32,000 DOE
Job Type: Full-time, Permanent

The Opportunity

We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment.

Key Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Preparing client documentation and application forms.
• Processing new business submissions and monitoring progress through to completion.
• Liaising with clients, providers, and third parties to obtain information and updates.
• Maintaining accurate client records and ensuring all documentation is compliant.
• Scheduling client meetings and managing adviser diaries.
• Producing valuations, review packs, and client correspondence.
• Assisting with ongoing servicing and annual review processes.

Requirements

• 1-2 years' experience in an IFA, wealth management, or financial planning administration role.
• Good understanding of pensions, investments, and protection products.
• Strong organisational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Office and CRM/back-office systems.
• Ability to prioritise workload and work effectively within a team.

Desirable

• Progress towards or an interest in studying for the CII Diploma in Financial Planning.
• Experience using platforms such as Intelligent Office, Xplan, or similar systems.

Benefits

• Competitive salary and annual bonus.
• Pension contribution.
• Study support for professional qualifications.
• Ongoing training and career development opportunities.
• Generous holiday allowance.
• Friendly and collaborative working environment.

To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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