IFA Administrator

• Provide administrative assistance to IFAs, including preparing reports, correspondence, and documentation.

• Be the first point of contact for clients ensuring a professional, high quality service is provided

• Manage advisors’ schedules and coordinate client meetings and update and maintain client files, ensuring accuracy and compliance.

• Submitting pensions and transfers

• Prepare and process financial applications, letters of authority, and investment transfers.

• Track and follow up on pending applications, ensuring timely completion.

• Prepare valuation reports and assist with portfolio reviews.

• Work closely with IFAs, paraplanners, and other administrative staff to ensure seamless client service.

• Previous experience in financial services administration or a similar role.

• Experience using Microsoft, Aviva and IO

• Strong organizational skills and attention to detail.

• Excellent communication and interpersonal skills.

• Knowledge of financial products (e.g., pensions, investments, insurance).

• Understanding of FCA regulations and compliance requirements.

03300 528 586 Phone

FinancialServices@HeatUK.com Email