FM JOBS LIMITED
IFA Administrator
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Are you an experienced IFA Administrator seeking your next job within a progressive financial planning firm? This IFA Administrator opportunity in Taunton offers genuine career development within a growing national business that values exceptional client support.
As an IFA Administrator, you'll deliver seamless service to Financial Planners and clients, ensuring advice processes run smoothly from consultation through to implementation. Working alongside an established operations team, you'll act as a trusted liaison throughout the client journey.
Your IFA Administrator responsibilities include:
- Coordinating planner diaries and client meetings
- Preparing comprehensive meeting documentation
- Processing new business applications and liaising with providers
- Producing illustrations, valuations and transfer documentation
- Maintaining accurate records across back-office systems
- Proactive client communication to progress cases efficiently
This IFA Administrator role offers genuine variety across wealth management processes. The business is expanding its adviser base and recognises that quality administration underpins excellent outcomes, with clear scope to develop technical knowledge.
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IFA Administrator Requirements
- Essential: Proven experience as an Administrator within an IFA or financial planning environment
- Essential: Strong knowledge of financial planning processes and new business procedures
- Essential: Confident communication skills for client and provider liaison
- Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
- Desirable: Understanding of pension transfers, investment platforms and protection processing
The Company
A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a collaborative, supportive culture.
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IFA Administrator Benefits
- Salary of £32,000 to £35,000 depending on experience
- Full-time or part-time working patterns considered
- Hybrid working with minimum 2 days per week in office
- Comprehensive benefits including pension, life assurance and healthcare
- Structured development plans with clear progression pathways
Location
Commutable to Taunton - minimum 2 days per week office attendance required.
Apply today to join a forward-thinking firm that recognises the vital contribution IFA Administrators make to client success.
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