IFA Administrator Investments and Pensions Location: Wokingham Salary: £30,000 £36,000 Full-time (option to work 4 days per week) Permanent Office-based Are you an experienced IFA Administrator looking for a stable, well-structured role where your pensions and investments knowledge is valued? Our client, a well-established financial planning firm based in Wokingham, is looking to welcome a skilled IFA Administrator to support Senior Advisers across investments and pensions. This is a varied, hands-on role offering long-term progression, flexibility around working patterns, and the opportunity to work closely with experienced IFAs. If you enjoy being the backbone of the advisory process ensuring accuracy, compliance, and excellent client service - this could be an excellent next step. The Role Managing client correspondence via phone, email, portals, and messages Acting as the first point of contact for both general and technical client queries Liaising with platforms and providers to research and resolve queries Processing pensions and investment transactions including contributions, withdrawals, drawdowns, income payments, and fund switches Maintaining accurate client records on Intelliflo (IO) and spreadsheets Preparing clear and accurate summaries for new clients Reviewing suitability and review reports to ensure accuracy and compliance Monitoring and managing client portal communications Reviewing adviser meeting notes and implementing agreed actions and follow-ups A