IFA Administrator

IFA Administrator focuses on preparing client-facing documents including cover letters.

What the role involves

• Preparing client-facing documents including cover letters.
• Review packs, and supporting documentation.
• Managing diaries and arranging initial and annual client review meetings.
• Processing Letters of Authority (LoAs) and requesting policy information from providers.
• Chasing providers for outstanding documentation and updates.
• Preparing and sending monthly valuation reports and client statements.

Skills and requirements

• Previous experience within an IFA or financial planning environment.
• Confident communication skills, both written and verbal.
• Ability to manage workloads effectively and meet deadlines.
• Experience using financial planning software and Microsoft Office.

Confirmed role details

• Job Type: Full-time, Permanent.

Candidate fit

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

Additional role context

• Support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.
• Career progression opportunities within financial services.