IFA Administrator
Location: Witney
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the Role
As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.
This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities
Onboard, update and maintain accurate, compliant client records across internal systems
Prepare documentation and information for client meetings
Monitor new and existing client transactions, ensuring timely and accurate completion
Process new business efficiently and effectively
Translate financial documentation for clients where required
Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
Handle queries and calls in line with company standards, escalating where appropriate
Prioritise workloads to meet deadlines and agreed service levels
Resolve income reconciliation, finance, or tax-related queries
Ensure all work adheres to company policies, procedures, and compliance standards
Embed a client-first culture throughout every interaction
In Senior positions , responsibilities may also include:
Managing more complex cases and supporting the development of junior team members
Contributing to departmental projects and process improvements
Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
Supporting with complaint identification and investigation
Taking responsibility for local health & safety and facilities requirements
Deputising for the Client Services Manager when required
Key Rela...
IFA Administrator in Witney employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
