IFA Administrator

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 Relationships You will work closely with: • Client Services team • Financial Planning team • Paraplanners • Central Services functions Skills & Experience Essential: • Strong attention to detail and high level of accuracy • Excellent knowledge of iO and Excel • Ability to work under pressure and meet deadlines • Confident communicator, both written and verbal • Strong team player Desirable: • Broad knowledge of the financial services sector • Understanding of FCA regulations