Job Title: IFA Administrator Location: Exeter Salary: Market leading, full details available upon application Job reference: 9424 Are you someone who thrives in a fast-paced environment and enjoys managing a high volume of administrative tasks? Do you have experience in financial services administration and want to further develop your skills? If so, we want to hear from you Job Description: We are seeking a Financial Services Administrator to join our clients growing team within a well-established financial planning and accountancy practice. In this role, you will provide essential administrative support to a team of Independent Financial Planners, helping them deliver outstanding service to clients and manage their day-to-day operations. Key Responsibilities: Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities. New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios. Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation. Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards. General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow. Experience required: Background: ideally, you will have experience in financial services, pension or investment administration, with familiarity with Intelligent Office being an advantage. Qualifications : Financial Services-related qualifications are desirable, but not essential. Skills & Attributes: Strong organisational skills with the ability to manage multiple tasks. Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams. Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties. Benefits: Competitive Salary based on experience and qualifications (details provided before submission to client to ensure within your expectations) Bonus Structure Training & Development: Ongoing support and paid training to help you grow in your career, including, support with gaining Financial qualifications Pension: Matched employer contributions up to 5% Holiday: Minimum of 22 days holiday bank holidays, increasing with service Flexible Working: Consideration for flexible hours and home working options Additional Benefits: Including social, wellbeing, and life events support If you’re looking to take the next step in your financial services career and be part of a supportive, professional team, apply today