• Do you have experience working as an IFA Administrator in an IFA practice?
• Are you skilled in Intelligent Office as an IFA Administrator?
• Are you looking to join a warm and friendly firm as an IFA Administrator?

Benefits:

• Flexible working arrangements
• 33 days holiday (including bank holidays)
• Pension scheme
• Death-in-service benefit
• Summer and Christmas work events
• Team lunches and outings

About the Company:

• A trusted financial services firm providing independent advice on pensions, investments, protection, and retirement planning
• Focused on helping clients achieve their financial goals through tailored guidance and a client-first approach

Key Duties:

• Manage client accounts and administration tasks efficiently as an IFA Administrator
• Assist with pensions and investment processes
• Prepare reports and documentation for client meetings

Required Skills:

• Strong knowledge of financial services processes and systems
• Excellent attention to detail and organisational skills
• Ability to work independently and collaboratively as part of a team

To Apply:

Submit your application now for the IFA Administrator role. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. Other suitable roles may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.