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Permanent

IFA Administrator

Braintree
money-bag 30000.00-30000.00 Annual
3115103117
Posted 1 week ago

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree. This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.The RoleYou''ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.Key responsibilities include:Preparing and processing new business applicationsLiaising with product providers, clients, and advisersProducing suitability letters and client documentationMaintaining accurate client records and back-office systemsChasing outstanding requirements and managing workflowsSupporting advisers with pre- and post-meeting administrationThe Ideal CandidatePrevious experience as an IFA Administrator (essential)Good understanding of financial planning products (pensions, investments, protection)Strong organisational and communication skillsHigh attention to detail and compliance awarenessConfident using back-office systems and MS OfficeWhat''s On OfferCompetitive salary £30,000 - £35,000 depending on experienceSupportive and friendly team environmentOpportunity for long-term career progressionStable, reputable firm with a strong local presenceIf you''re an experienced IFA Administrator looking for your next role in Braintree, I''d love to speak with you.

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