IFA Administrator

IFA Administrator

Location: Aylesbury

Contract Type: Full-time

Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.

About the Role

As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience.

This is an excellent opportunity for someone looking to build or develop a career within financial services administration.

Key Responsibilities

• Onboard, update and maintain accurate, compliant client records across internal systems
• Prepare documentation and information for client meetings
• Monitor new and existing client transactions, ensuring timely and accurate completion
• Process new business efficiently and effectively
• Translate financial documentation for clients where required
• Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
• Handle queries and calls in line with company standards, escalating where appropriate
• Prioritise workloads to meet deadlines and agreed service levels
• Resolve income reconciliation, finance, or tax-related queries
• Ensure all work adheres to company policies, procedures, and compliance standards
• Embed a client-first culture throughout every interaction

In Senior positions, responsibilities may also include:

• Managing more complex cases and supporting the development of junior team members
• Contributing to departmental projects and process improvements
• Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
• Supporting with complaint identification and investigation
• Taking responsibility for local health & safety and facilities requirements
• Deputising for the Client Services Manager when required

Key Relationships

You will work closely with:

• Client Services team
• Financial Planning team
• Paraplanners
• Central Services functions

Skills & Experience

Essential:

• Strong attention to detail and high level of accuracy
• Excellent knowledge of iO and Excel
• Ability to work under pressure and meet deadlines
• Confident communicator, both written and verbal
• Strong team player

Desirable:

• Broad knowledge of the financial services sector
• Understanding of FCA regulations