Job Description IFA Administrator Are you an experienced IFA Administrator or Client Services professional looking to join a progressive financial planning business where your work will be genuinely valued? We are recruiting for a well-established and forward-thinking independent financial advice firm that prides itself on delivering an exceptional service to its clients. You will join a friendly and supportive Client Services team, providing high-quality administrative support to financial advisers and helping ensure every stage of the client journey runs smoothly. Previous experience working in an IFA support, financial planning administration or wealth management administration role is essential. Chasing providers and monitoring applications through to completion Completing electronic identity verification and maintaining accurate client data Maintaining client and policy records using Intelligent Office Handling confidential client information securely and in accordance with regulatory requirements Previous experience in an IFA administration, financial planning support or wealth management administration role Experience supporting financial advisers and processing financial-services business A working understanding of financial products, provider processes and the regulated advice environment Five GCSEs at grade C/4 or above, or equivalent, including Maths and English Previous experience using Intelligent Office would be advantageous, although it is not essential. Salary of £27,000–£30,000, depending on experience Permanent, full-time employment Flexible benefits, including options such as private medical insurance Group income protection, critical illness and life insurance options Electric car scheme Casual dress code Comprehensive training and ongoing professional development This is an excellent opportunity for an experienced IFA support professional who enjoys being organised, helping clients and working closely with financial advisers. If you already have relevant IFA or financial planning administration experience and would like to join a welcoming, ambitious business, please apply today.
Administrator - Independent Financial Adviser (Ifa) in Broadway employer: CKB Recruitment
Join a dynamic and independent loss adjusting firm that prioritises your expertise and ideas, offering a home-based role with the flexibility to manage your own time while covering Scotland and Northern Ireland. With a strong focus on employee support and development, you will enjoy a competitive salary, generous car allowance, and an annual bonus, all within a culture that values quality work and fosters meaningful relationships with clients. This is an excellent opportunity for those seeking a rewarding career where your contributions are recognised and appreciated.
