IFA Administrator

Adecco • Permanent • Gloucester, Gloucestershire, England, United Kingdom • £25k - £32k / year • 1d ago

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.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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