Financial Service Administrator

Job Title: IFA Administrator

Salary: £34,000 (Dependent on experience and qualifications)

Reports To: Operations Manager / Paraplanner Team Lead

About the Role

We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.

Key Responsibilities

• Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
• Process suitability reports and ensure all client files are accurate and up-to-date.
• Liaise with clients and providers to gather information, submit documents, and ensure smooth workflow.
• Manage general office administration tasks to support the day-to-day operations of the team.
• Support paraplanners and advisers with regulatory and financial exam preparation where needed.
• Contribute to team development initiatives and provide input to improve processes.

Requirements

• Previous experience as an IFA Administrator or similar role.
• Strong understanding of processing suitability reports and financial services operations.
• Experience liaising with clients and financial providers.
• Excellent organisational, communication, and administrative skills.
• Ability to work independently and as part of a small team.
• Knowledge of R0 / financial exams is advantageous.