IFA Administrator

1 day ago

West Midlands, United Kingdom IDEX Consulting Full time

Job description We're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients achieve financial clarity and long-term success for over 35 years.With a team of over 40 professionals and more than £m in client investments under management, this firm combines deep technical expertise with a strong focus on personalised service. They've consistently ranked in Citywire's Top Adviser firms for seven consecutive years, a testament to their commitment to excellence.What you'll do:Provide high-level administrative support to Financial Advisers and Client Relationship ManagersProcess new business applications and maintain accurate client recordsLiaise with product providers and clients regarding policy queries, valuations, and documentationSupport client review meetings through preparation of reports and documentationEnsure all activity is fully compliant with regulatory standards and internal proceduresWhat we're looking for:Previous experience in an IFA or wealth management environmentStrong understanding of financial planning processes, including pensions, investments, and protectionExcellent attention to detail and organisational skillsProficient in using back-office systems (e.g., Intelligent Office or similar CRM)A positive, professional attitude and a genuine passion for delivering outstanding client serviceWhat's on offer:Salary up to £35,, depending on experienceFlexible and hybrid working arrangementsA supportive team culture with long-standing staffThe opportunity to be part of a growing, award-winning financial planning firmIf you're an organised, motivated IFA administrator looking to work with a respected, Chartered financial planning firm in a flexible environment, we'd love to hear from you.

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