We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment. Key Responsibilities: Pre-New Business Queries: Manage queries through Hubspot. Letters of Authority: Process and chase to completion. Client Preparation: Obtain illustrations and prepare for client meetings. New Business Processing: Handle all product types and fund switches. Post New Business Processing: Track new business to completion with providers. Compliance: Follow AML procedures and ensure all requirements are met. Servicing Processing: Handle basic updates, withdrawal requests, tax, plan information, and death claims. Database Management: Manage Intelliflo and task database management. Service Fee Management: Manage service status and fees for clients. Portfolio Summaries: Provide client portfolio summaries and valuations. Ongoing Suitability: Maintain suitability records post-client review meetings. Document Management: Ensure secure storage of client documents using Papercloud. Client Portal Management: Assist clients with portal navigation and onboarding. What You’ll Bring: Experience: Minimum 2 years in an IFA environment. Knowledge: Broad understanding of all product areas. Skills: Intermediate ICT skills (Word, Excel, Outlook), and database management. Qualifications: Industry qualifications (e.g., Diploma) desirable but not essential. Benefits: Holidays: 25 days holiday plus bank holidays, birthday holiday, loyalty holidays, and Christmas closure (3 days). Profit Sharing Scheme Perks Benefit Scheme Pension: Auto-enrolment, increasing with length of service. Private Medical Insurance: Available after 12 months. Life Assurance Long Term Service Awards Company Events: Fully funded summer and winter social events. Study/Training Program: Generous support for professional development. If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we'd love to hear from you