IFA Administrator

Recruit UK are supporting a well-established financial planning firm based in Reading who are looking for an IFA Administrator to join their growing team.

Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients.

Key Responsibilities

• Managing client queries and maintaining accurate records on Intelliflo (iO)
• Processing new business, provider applications, and policy updates
• Obtaining quotes, illustrations, and product information
• Preparing documentation for client meetings and annual reviews
• Placing investment trades and processing fund switches
• Ensuring all activity meets FCA, AML, and GDPR requirements

What we're looking for

• Minimum 1 year experience supporting advisers
• Previous IFA administration experience preferred
• Intelliflo (iO) experience beneficial but not essential
• Good knowledge of investments, pensions, and wealth planning
• High attention to detail and strong communication skills
• Confident user of Microsoft Office (including Excel)

Benefits

• 25 days annual leave plus bank holidays
• Life cover (4x salary) and income protection
• Health, optical, dental cover and cash plan
• Flexible working hours and paid sick leave
• Length of Service and enhanced family leave benefits

If you're interested in exploring this opportunity further, apply today!