IFA Administrator

IFA Administrator

IFA Administrator

Eden Rose

Reed

Marlow, Buckinghamshire

1 hour ago

No application

About

IFA AdministratorUp to £40,000 (DOE) |Full-Time | Hybrid Marlow , BuckinghamshireAre you an experienced financial services administrator looking for a dynamic role in a growing IFA firm?Our client, a highly respected Independent Financial Adviser (IFA) practice based in Marlow, is seeking a talented IFA Administrator to join their fast-paced and collaborative team.What’s on Offer?Salary: Up to £40,000 (DOE)Hybrid working: Flexible split between office and homeCareer development: Full study support and access to an academy programmeCulture: Energetic, driven, and supportive team environmentAbout the RoleYou’ll play a key role in supporting advisers and paraplanners on a 1:1:1 basis, giving you exposure to complex client cases and a broad range of responsibilities. Unlike larger firms where tasks are siloed, this role offers variety and the chance to develop a diverse skillset, as well as being fully involved in the advice process gaining a solid understanding of each individual case that you contribute toDay-to-day responsibilities include:Managing client administration across pensions, investments, and protectionPreparing and processing documentation for new business and ongoing reviewsLiaising with providers and clients to ensure smooth service deliveryMaintaining accurate records on CRM and other back-office systemsSupporting advisers and paraplanners with compliance and reporting tasksWhat We’re Looking For:Previous experience in financial services administration (IFA or wealth management preferre