IFA Administrator Job Type: Full-time, Permanent Location: Stockport Salary: £28,000 - £34,000 DOE We are seeking a dedicated and experienced IFA Administrator to provide effective administrative support within our financial services client. This role is ideal for someone with a background in financial planning administration, who is adept at managing multiple tasks and providing exceptional service to both Advisers and Clients. Day-to-day of the role: Provide administrative support to Advisers, assisting with the processing of cases, including producing quotations and research. Handle general correspondence to ensure that Advisers and clients receive an efficient service. Produce portfolio reports using Intelligent Office for new and existing clients within specified deadlines. Assist with the preparation of Client Annual Review Packs and review letters. Manage the sending and follow-up of Letters of Authority to providers. Complete Policy Summary Sheets once information is received, ensuring all necessary data is available for the Paraplanner/Adviser to proceed with the case. Accurately input all new business into the Intelligent Office system and manage Adviser Fees to ensure payments are matched. Liaise with clients and providers regarding queries on policies/investments, ensuring any necessary changes are completed by the product provider. Required Skills & Qualifications: Previous experience in a IFA Administrator role. Ability to take ownership and responsibility for work. Strong ability to prioritise workloads. Excellent communication skills. Ability to work well both independently and as part of a team. Strong working knowledge of the regulated financial services market. Good knowledge of Intelligent Office is preferable. Benefits: 25 days holiday plus bank holidays. Hybrid working Auto-enrolment pension scheme. 4x death in service benefit. Discretionary year-end bonus. Exam and study material costs for relevant qualification To apply for this IFA Administrator position, please submit your CV or contact Rhyan Scott at Reed for more information.