IFA Administrator Annual Salary: £26,000 to £30,000 Location: Hybrid, Newtownards Job Type: Full-time Reed’s client is seeking a dedicated individual to provide efficient and effective administrative and paraplanning support to their team of advisers and paraplanners. This role is crucial for maintaining high standards of client service and retention, ensuring their commitments to clients are fulfilled. The successful candidate will manage traditional mailing and telephone communications, schedule regular financial reviews, collate review packs, and maintain accurate client records for senior management. Day-to-day of the role: Engage with clients to schedule their financial reviews and ensure they receive excellent service Collate and prepare review packs and maintain an organised client records system Provide research, analysis, and technical support to the team Prepare recommendation reports and ensure compliance with company standards Maintain up-to-date client records on the back-office system, ensuring all documentation is correctly uploaded and managed Create, manage, and complete tasks on the back-office system in line with company procedures Required Skills & Qualifications: 2 years of experience in an IFA/Wealth Management environment Strong IT literacy, proficient in all Microsoft Packages Excellent written and verbal communication skills Ability to manage priorities and workloads efficiently and meet strict deadlines Knowledge of financial planning market, products, and services Working knowledge of FCA Rules, Guidance Notes, and Commitments relevant to the role Desirable: Diploma Level Qualified, or attainment of or studying towards CII, Chartered Status, RO exams or qualifications equivalent Desirable Skills: Experience with Intelligent Office and Intelliflo, understanding of financial advice and employee benefits/corporate pensions environment Benefits: Hybrid working arrangement 5% pension contribution Additional benefits including Death in Service, Critical Illness, PHI, and Health Cash plan To apply for this IFA Administrator position, please submit your CV by clicking apply now.