IFA Support Administrator

£22,000 - £25,000

IFA Support Administrator
£22,000 – £25,000 PA

Our client is small and growing professional financial services organisation that has ambitious development plans. The company believes in putting the needs of the client at the heart of everything it does and aims to deliver a first-class service.


  • Dynamic growing business
  • Flexible hours
  • Generous holiday allowance
  • On-site parking
  • Study support

The Role

  • Providing an efficient new business processing service for sales consultants
  • Completing trades/fund switches and liaising with product providers
  • Providing administration support in relation to valuations, transfer of servicing and client reviews
  • Providing an effective link between the client and the consultant ensuring both are kept up to date
  • Ensuring that all client information is stored on the relevant system, updated accurately and all compliance requirements met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients and checking that copy documents / contract notes are issued timely
  • Providing post meeting administration support to consultants ensuring work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity


  • Experience within an IFA firm
  • Knowledge of Intelligent Office Software
  • Financial Services Industry experience
  • Pro-active and driven work attitude

Meet Your Specialist

Senior Recruitment Consultant
Matt Farnell
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