IFA Administrator

IFA Administrator focuses on provide administrative support to financial advisers and paraplanners.

What the role involves

• Provide administrative support to financial advisers and paraplanners.
• Process new business applications.
• Managing client information, documentation, and updates via back-office systems.
• Liaise with providers, clients, and internal teams to ensure smooth workflow.
• Maintaining accurate records in line with FCA compliance requirements.
• Assisting with producing valuations, illustrations.

Skills and requirements

• Minimum 2 years administration experience (IFA/wealth management experience highly preferred).
• Experience using Intelligent Office (IO) is desirable.
• No Level 4 Diploma required.

Confirmed role details

• Salary £30000 - £35000 Type.
• Permanent WorkplaceOn-Site Ref89811.
• £30,000 £35,000 + Bonus.
• Barnet, London (Onsite preferred.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Known job details

• Pay: £30,000