IFA Administrator

3 weeks ago

Reading, United Kingdom Eden Rose Full time

Senior IFA AdministratorSalary: Up to £35,000 (DOE)Location: Reading , Berkshire (Office-based)Job Type: Full-time, PermanentStart Date: ImmediateAre you an experienced IFA Administrator ready to take the next step in your career? We’re working with a fully independent, professional financial planning firm based in Reading, who are looking for a driven and capable Senior IFA Administrator to join their growing team.Key Responsibilities:Provide high-level administrative support to Financial AdvisersManage and process client documentation and reportsMaintain accurate records using Intelligent Office (IO)Liaise with providers and clients to ensure smooth operationsSupport client meetings and uphold a solicitor-level standard of professionalismAbout You:Previous experience in an IFA or financial planning firm is essentialDiploma Level 4 qualified (or working towards it)Strong knowledge of IO, CashCalc, Voyant, Octopus, Aviva, and other key platformsProfessional, articulate, and committed to delivering exceptional client serviceEager to contribute to a collaborative, high-quality teamWhat’s on Offer:

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