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Permanent

IFA Administrator

Bracknell
money-bag 10000-500000 Annual
3104483634
Posted 2 days ago

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team.This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA AdministratorSalary: Up to 36,000 DOELocation: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to:Supporting Financial Advisers and Paraplanners with day-to-day administrationProcessing new business applicationsMaintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standardsPreparing documentation for client meetingsHandling communications via phone, email, and postAdhering to FCA regulations and the Financial Services and Markets ActKeeping up to date with product, legislative, and regulatory developmentsWhat we are looking for:Essential: Previous experience in an IFA / Financial Planning Administrator roleStrong understanding of financial products including pensions, investments, and protectionHigh level of IT literacy (Word, Excel, Outlook, Tea

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