IFA Administrator

Job Title: IFA Administrator Location: Cobham - office based Salary: £28,000 - £34,000 Per Annum (plus performance related bonus) Type: Permanent, Full-time We are seeking a dedicated IFA Administrator to join a dynamic financial advisory firm based in Cobham The successful candidate will play a crucial role in supporting Advisers by managing client records, preparing documentation, and ensuring compliance with regulatory requirements. This is an excellent opportunity for someone looking to develop their career in financial services within a supportive and professional environment. Key Responsibilities: - Assist in the preparation of client reports and financial plans. - Maintain and update client records on the CRM system. - Liaise with clients to gather necessary information and documentation. - Ensure compliance with FCA regulations and internal policies. - Support the advisers in managing their client portfolios effectively. - Handle correspondence and communication with clients and third parties. - Process new business applications and ensure timely follow-up. Requirements: - Previous experience in a financial services administration role is essential. - Strong understanding of financial products and services. - Excellent organisational skills and attention to detail. - Proficient in Microsoft Office Suite, particularly Excel and Word. - Ability to work under pressure and manage multiple tasks simultaneously. - Strong communication skills, both written and verbal. Nice to Have: - Level 4 Diploma in Financial Advice or working towards it. - Experience with financial planning software - in particular IO, and Fidelity, Scottish Widows, Aegon & Quilter platforms. - Knowledge of compliance and regulatory frameworks in the UK financial services sector. If you would like to apply please send your CV and we will be in contact if you're application is successful.