IFA Administrator

IFA Administrator

Location: Croydon, England Employment Type: Full-Time, Office-based (Hybrid after 3 months) Salary: £28k – £32k per annum

About the Role

An established and growing Independent Financial Advisory (IFA) and Employee Benefits firm is seeking an organised and proactive IFA Administrator to join its team.

This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys supporting advisers, delivering outstanding client service, and ensuring the smooth processing of client business.

The successful candidate will work closely with Financial Advisers and Paraplanners, maintaining accurate client records, liaising with providers, and supporting the delivery of high-quality financial planning services.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Communicate with pension, investment, and protection providers to obtain client information, valuations, and documentation.
• Process, check, and submit new business applications and servicing requests.
• Maintain accurate and up-to-date client records using CRM systems.
• Ensure all documentation is completed accurately and compliantly.
• Assist with preparing client review packs and financial planning reports.
• Manage incoming and outgoing correspondence, including emails, telephone calls, and letters.
• Coordinate meetings, appointments and meeting room bookings.
• Print, bind, and distribute reports, presentations, and client documentation.
• Ensure advisers and paraplanners have all relevant supporting information required for client meetings.
• Adhere to FCA regulations, Anti-Money Laundering (AML) requirements, compliance procedures, and data protection standards.
• Support the wider team in delivering exceptional client service.